Latest Blog Posts

Caution: Writing Your Own Deed to Avoid Probate Can Lead to Unintended Consequences

Posted on: August 28th, 2017
One common way to avoid probate of real estate after the owner dies is to hold the title to the property in joint names with rights of survivorship with children or other beneficiaries. ...

How to Easily Integrate Asset Protection Trusts into Your Estate Plan

Posted on: August 25th, 2017
Asset protection trusts come in many different forms and can be used to protect property for your use and benefit as well as for the use and benefit of your family. ...

Young Adults Need Estate Planning, Too

Posted on: August 23rd, 2017
Once a child turns 18, parents lose the legal ability to make decisions for their child or even to find out basic information....

Standalone Retirement Trusts

Posted on: August 21st, 2017
What are the benefits of a Standalone Retirement Trust?...

An Estate Planning Checklist to Facilitate Wealth Transfer

Posted on: August 18th, 2017
You need to educate and update your heirs about your wealth transfer goals and the plan you have put in place to achieve these goals. ...

Three Asset Protection Tips You Need

Posted on: August 16th, 2017
A common misconception is that only wealthy families and people in high risk professions need to put together an asset protection plan. But in reality, anyone can be sued....

Estate Planning for Young Families

Posted on: August 14th, 2017
While none of us expects to die while our family is young, planning for the possibility is prudent and responsible....

Is a Financial Plan Enough? Why Experts Say You Need an Estate Plan, too

Posted on: August 11th, 2017
If you want to leave a robust financial legacy for your family, a financial plan alone is like trying to guide a boat with just one oar. It’s only part of the big picture for your overall monetary health. ...
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