Latest Blog Posts

Does Your Revocable Living Trust Reduce Your Estate Tax Bill?

Posted on: March 28th, 2018
Many people believe that once they set up and fund a revocable living trust, property held in the trust will avoid estate taxes after they die. ...

The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits

Posted on: March 28th, 2018
Your Trust allows your assets to avoid probate, minimizing the time, stress, and cost of settling your final affairs. ...

How Does an IRA Fit Into Your Estate Plan?

Posted on: March 27th, 2018
When you think of IRAs, you probably think of retirement. But what happens to your IRA money after you’re gone? ...

Wealth Protection: Avoiding Losses

Posted on: March 26th, 2018
Any time you can prevent or reduce a loss, you preserve wealth....

The Shocking Truth About Asset Protection Planning

Posted on: March 23rd, 2018
What can you do that will ethically and legally protect your hard-earned assets from creditors, predators, and lawsuits?...

Standalone Retirement Trusts

Posted on: March 16th, 2018
If you have retirement accounts you value and would like to pass along to your loved ones, an SRT might be a good fit for you...

Should I Write My Own Will?

Posted on: March 14th, 2018
Legally, you have the right to draft your own documents; however, that doesn't mean you have the right to have them actually work. ...

Better to Play it Safe: Proactive Estate Planning and Cognitive Impairment

Posted on: March 13th, 2018
No matter your age or family history, cognitive impairment can affect anyone....

The Truth About Personal Risk Management, Part 2: Using Trusts in Estate Planning

Posted on: March 12th, 2018
Trusts can hold investments, property and insurance policies, with benefits of reducing various taxes and protecting your wealth from lawsuits and creditors. ...
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