Month: March 2018
How Does an IRA Fit Into Your Estate Plan?
When you think of IRAs, you probably think of retirement. But what happens to your IRA money after you’re gone? The answer…
Wealth Protection: Avoiding Losses
You can’t create wealth until you preserve it first. Each dollar lost unnecessarily isn’t just a single dollar lost, but a compounded…
The Shocking Truth About Asset Protection Planning
Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to pay one’s debts. They think that asset…
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…
Better to Play it Safe: Proactive Estate Planning and Cognitive Impairment
Most financially savvy individuals begin planning their estate when they’re in peak mental shape. The idea that this might change at some…
The Truth About Personal Risk Management, Part 2: Using Trusts in Estate Planning
Paying insurance premiums to protect against potential losses frees us mentally to enjoy driving a car, leave our house empty while on…
