Month: October 2018
Estate Planning When Not All of Your Kids are in the Family Business
Owning your own business can be a great endeavor that takes a lot of passion and drive. Many small business owners focus…
Estate Planning Isn’t Spooky! But not planning can be downright terrifying.
The idea of implementing an estate plan might be one of the scariest things you have to confront as an adult. But…
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….
If I Don’t Have an Estate, Do I Really Need an Estate Plan?
You don’t need to have a summer house in the Hamptons or a private art collection big enough to rival MOMA to…
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…
4 Estate Planning Steps You Must Take After the Death of a Spouse
When a spouse passes away, thinking about “the estate” might be the last thing on your mind. And while it’s necessary to…
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…
