Latest Blog Posts

Caution: Your Traditional Asset Protection Plan is Set Up to Fail

Posted on: May 11th, 2018
Asset protection planning takes many forms; in general, asset protection is action taken to preserve and protect your property in advance of a claim, or the threat of a claim....

What is a Living Will?

Posted on: May 10th, 2018
What happens if you're seriously injured, become incapacitated and end up on life support? Does your family know your wishes? ...

What To Do After a Loved One Dies

Posted on: May 9th, 2018
If you've been appointed an executor of a loved one's estate or a successor trustee, and that person dies, your grief – not to mention your to-do list, including tasks ranging from planning the funeral, coordinating relatives coming in from out of town and (eventually) meeting with a trust administration or probate lawyer – can be quite overwhelming....

Is a Payable on Death Account Right for You and Your Family?

Posted on: May 2nd, 2018
A POD account is a type of bank account authorized by state law which allows the account owner to designate one or more beneficiaries to receive the funds left in the account when the owner dies....
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