Month: January 2018
The Truth About Personal Risk Management, Part 1: Insurance
Personal risk management is being aware of the risks in your home and in your life, and then planning how to handle…
How to Align Insurance with Your Estate Plan
If you’re like most folks, you use a variety of insurance products to manage risk and protect you, your family, and your…
Organizing for Tax (and Estate Planning) Season
It’s the start of a new year, which means tax season—and this year’s April 17th IRS filing deadline—is just around the corner….
Asset Protection Planning
We all have a lawsuit bulls-eye on our backs. Unfortunately, lawsuits, including frivolous lawsuits, are filed daily against good people like you….
What to Expect from Estate Planning in 2018
2017 is now fading into the rearview mirror. As we all look ahead to 2018, let’s consider a few things to watch…
Domestic Asset Protection Trust
We absolutely love revocable living trusts (RLT) and recommend most of our clients include an RLT in their estate plans. One of…
Budgeting, Part 3: Instilling Money Values in Children and Grandchildren
Money values can be a guiding light that is a component of your legacy. If communicated frequently and purposefully, these values can…
