Month: August 2017
How to Easily Integrate Asset Protection Trusts into Your Estate Plan
Asset protection has become a common goal of estate planning. Asset protection trusts come in many different forms and can be used…
Young Adults Need Estate Planning, Too
Once a child turns 18, parents lose the legal ability to make decisions for their child or even to find out basic…
Standalone Retirement Trusts
Changes in the law have pushed standalone retirement trusts (SRTs) to the forefront of estate planning for many folks. We commonly recommend…
Three Asset Protection Tips You Need
A common misconception is that only wealthy families and people in high risk professions need to put together an asset protection plan….
Estate Planning for Young Families
Many young families put off estate planning because they are young and healthy, or because they don’t think they can afford it….
Is a Financial Plan Enough? Why Experts Say You Need an Estate Plan, too
f you want to leave a robust financial legacy for your family, a financial plan alone is like trying to guide a…
