Latest Blog Posts

What is an SRT?

Posted on: May 17th, 2017
What is an SRT?...

The Trust Protection Myth: Your Revocable Trust Protects Against Lawsuits

Posted on: May 15th, 2017
While Trusts commonly provide asset protection for beneficiaries - few Trusts protect assets owned by the person who created the Trust. ...

Estate planning encompasses at least the legal and financial elements, but it may include more, as estate planning often points out the need to plan in other areas.

Posted on: May 12th, 2017
Estate planning is not simply the documents prepared by an attorney, nor is it the insurance and financial plan recommended by a financial advisor. Properly done, estate planning encompasses at least the legal and financial elements, but it may include more, as estate planning often points out the need to plan in other areas. ...

Steps you can and should take now to protect your assets

Posted on: May 11th, 2017
The best time to do asset protection planning is before a claim arises....

What are contract assets?

Posted on: May 1st, 2017
Contract assests, are not controlled by your will or trust, they’re controlled by the contract itself....
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