Month: December 2017
Why would my loved ones need asset protection?
Lawsuits are filed every few seconds all year long, every year, in the United States. We all have a bulls-eye on our…
Budgeting, Part 2: A Fulfilling Method for Setting Spending Priorities
Setting spending priorities will allow you to process your income in a rational way, while giving you the satisfaction that your wealth…
Estate Planning for Unmarried Partners
When you’re in a romantic partnership – as opposed to a marriage – you need to create the legal protections and benefits…
Why You Should Name a Stand-Alone Retirement Trust as Beneficiary
Why You Should Name a Stand-Alone Retirement Trust as Beneficiary (For IRAs and Other Tax-Deferred Retirement Accounts) Naming the right beneficiary for…
Budgeting, Part 1: Budgeting as a Friend and not a Foe
Budgets do control spending behavior. However, budgets also allocate resources to the areas of highest impact or interest. When a budget is…
Trust Planning – Probate Avoidance
Many people believe that assets within a Revocable living trust are protected from lawsuits. This is absolutely not true. Trusts commonly provide…
What is an LLC?
A limited liability company (LLC) is an entity commonly used to own and operate a business with relatively easy set-up, operation, and…
