Have a Trust? How the Corporate Transparency Act Affects You
Keep the Government and Lawsuit Happy Opportunists Away From Your Children’s Inheritance
Before You Agree to Be a Trustee, Read This!
4 Essential Strategies For Protecting Your Family’s Assets
3 Reasons Why Transferring Ownership Of Your Home To Your Child Is A Bad Idea
How Naming Guardians For Your Kids In Your Will Can Leave Them At Risk
Does Your Family Need Umbrella Insurance?
Protect Your Children’s Inheritance With A Lifetime Asset Protection Trust
7 Last-Minute Moves To Save On Your Taxes For 2021
Probate: What It Is & How To Avoid It—Part 2
Asset Protection
Probate: What It Is & How To Avoid It—Part 1
Unless you’ve created a proper estate plan, when you die many of your assets must first pass through the court process known as probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be…
Protect Your Home, Family, and Assets From The Threat Of Natural Disasters
Over just the last two years, we’ve seen historic levels of damage caused by natural disasters in the U.S. From blizzards in Texas and wildfires in California to hurricanes in Louisiana and tornados in the Midwest, few regions of the…
4 Reasons Why Estate Planning Is So Essential For Business Owners
If you are running a business, it’s easy to give estate planning less priority than your other business matters. After all, if you’re facing challenges meeting next month’s payroll or your goals for growth over the coming quarter, concerns over…
Purchasing Life Insurance For Your Family: What You Need To Know
Life insurance is a key component of your family’s estate plan, offering those who depend on you for their financial security a safety net in the event of your death. Whether those dependents include your spouse, children, aging parents, business…
Why Putting Your Family Home In A Trust Is A Smart Move—Part 2
This article is part two of a two-part series on the benefits of putting your home in a trust. Part one of this series ran on December 10, 2021. If you are like many homeowners, your home is likely your…
Why Putting Your Family Home In A Trust Is A Smart Move—Part 1
If you are like many homeowners, your home is likely your family’s most valuable and treasured asset. In light of this, you want to plan wisely to ensure your home will pass to your heirs in the most efficient and…
The Basics On NFTs: The Newest Cryptoverse Craze
NFTs, or “non-fungible tokens,” are the latest sensation in the cryptocurrency universe, or as we like to call it the “Cryptoverse.” And if you haven’t heard about NFTs yet, now is a great time to learn because they are likely…
2021 Estate Planning Checkup: Is Your Estate Plan Up to Date?
Even if you put a totally solid estate plan in place, it can turn out to be worthless for the people you love if it’s not regularly updated. Estate planning is not a one-and-done type of deal—your plan should continuously…
Why You Need a Trust – Even if You Aren’t Rich
When you hear the words, “trust fund,” do you conjure up images of stately mansions and party yachts? A trust fund – or trust – is actually a great estate planning tool for many people with a wide range of…
3 Ways To Benefit By Incorporating Charitable Giving Into Your Estate Plan
You are likely well aware of the tax benefits that come from donating to charity during your lifetime—donations to charity are tax-deductible. But you may be surprised to learn about the numerous benefits that are available when you incorporate charitable…
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