#AssetProtection
Myths and Frequently Asked Questions: Helping Clients Give Away Their Money and Property- Part 1
Myth #1: I Don’t Have Enough Assets for an Estate Plan A common misconception is that estate planning is only for the…
Planning for Your Spouse’s Inheritance
Estate Planning for Your Spouse: What You Need to Consider For those who are married, ensuring that your spouse is cared for…
Tailoring Inheritance for Different Beneficiaries
How to Customize Your Estate Plan for Different Beneficiaries Once you’ve decided who will inherit your assets, the next crucial step is…
Deciding Who Gets What in Your Estate Plan
Don’t Let This Crucial Question Derail Your Estate Plan: Who Will Inherit Your Assets? Creating or updating your estate plan can…
Right of Occupancy Checklist
Giving a loved one the right to occupy a piece of real estate after you have passed away is a great…
Crafting Your Legacy: Advanced Trust Strategies for Business Executives
Business Executive/Business Owner–Estate Planning–Part Two As a business executive, your vision and strategy have not only propelled your career but have also…
Considerations to Maintaining Control While Giving Away Your Money with a Grantor Retained Interest
Are you at or nearing the estate tax threshold and own a home, other property, or accounts that could appreciate in the…
Dispelling Myths and Answering FAQs in Estate Planning: A Guide to Smart Wealth Management
As an experienced Estate Planning Attorney, I often encounter misconceptions and questions regarding the process of wealth transfer and tax planning. One…
