The Real Cost of Caring
How (and Why) to Disinherit a Child or Grandchild
Spring Cleaning For Your Legal and Financial Affairs
Why You Need to Update Your Estate Plan After These Life Events
What You Can Learn from the Clintons’ Tax Returns
The Four Tricky Cons of 2016
Are You Leaving Your Retirement Account at Risk Due to Poor Planning?
What to Do With a Cash Windfall
Could This Happen to You or Your Loved One? Town Demolishes House While Owner Is in Hospital
Retirement Planning Reality Check
Asset Protection
Have a Trust? How the Corporate Transparency Act Affects You
Get ready for an interesting twist in the world of legal and business news. You may already be familiar with the upcoming Corporate Transparency Act, set to kick in next year. If you aren’t, it’s time to get in the…
Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance
If you have a current estate plan, I’ll bet you plan to leave your assets to your children outright and unprotected by age 35, or maybe a little later. Go take a look at your estate plan, and see what…
Before You Agree to Be a Trustee, Read This!
Being asked by a loved one to serve as Trustee for their Trust upon their death can be quite an honor, but it’s also a significant responsibility—and the role is not for everyone. Indeed, serving as a Trustee entails a…
4 Essential Strategies For Protecting Your Family’s Assets
You might think that only the super wealthy need to worry about asset protection planning. But the truth is that if you don’t have millions, you may be at even greater risk. For instance, if you are a multi-millionaire, a…
3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea
Whether it’s to qualify for Medicaid, avoid probate, or reduce your tax burden, transferring ownership of your home to your adult child during your lifetime may seem like a smart move. But in nearly all cases, it’s actually a huge…
How Naming Guardians For Your Kids In Your Will Can Leave Them At Risk
If you are a mom or dad with children under the age of 18 at home, your number-one estate planning priority should be selecting and legally documenting both long and short-term guardians for your kids. Guardians are the people legally…
Does Your Family Need Umbrella Insurance?
In today’s highly litigious society you are at near-constant risk for costly lawsuits—even if you’ve done nothing wrong. This is especially true if you have substantial wealth, but even those with relatively few assets can find themselves in court facing…
Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust
As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the primary factors motivating your life’s work. But without taking the proper precautions, the wealth you pass on is at…
7 Last-Minute Moves To Save On Your Taxes For 2021
Although many strategies to save on your income taxes must be locked in before the end of the year, there are still numerous ways you can reduce your tax bill right up until the filing deadline, which has been pushed…
Probate: What It Is & How To Avoid It—Part 2
Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your assets must go through probate before those assets can be distributed to your heirs. Like most…
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