Month: September 2018
Is a Financial Plan Enough? Why Experts Say You Need an Estate Plan, too.
If you want to leave a robust financial legacy for your family, a financial plan alone is like trying to guide a…
Why Factoring Long-Term Care Into Your Estate Plan Pays Off
For most people, thinking about estate planning means focusing on what will happen to their money after they pass away. But that…
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 bullseye on our…
The Perils of Joint Property
People often set up bank accounts or real estate so that they own it jointly with a spouse or other family member….
How Long Should You Keep Important Documents?
In a society dominated by paperwork, the question of how long to hold on to important documents has been baffling for most…
You’ll Be Surprised: When Is The Best Time To Plan Your Estate?
Some people start thinking of getting a will in place when children arrive on the scene so guardians are named. Most people…
Isn’t There Already A Law That Leaves Everything To My Spouse And Kids?
Many people think that if they die while they are married, everything they own automatically goes to their spouse or children. They’re…
What is an FLP?
An FLP or family limited partnership is an entity used in estate planning to organize, gift, and protect assets as well as…
