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
How to Avoid the Need For a Prenuptial Agreement—Part 1
If you’re counting down the days to your wedding, divorce is probably the last thing you and your fiancé want to be thinking about, and yet you might be rightfully concerned about what would happen to your assets in the…
The SECURE Act’s Impact On Estate and Retirement Planning—Part 2
In the first part of this series, we discussed the potential ramifications the SECURE ACT has for your estate and retirement planning. Here, we’ll look more deeply into additional strategies you may want to consider in light of the new…
The SECURE Act’s Impact On Estate and Retirement Planning—Part 1
On January 1, 2020, the Setting Every Community Up for Retirement Enhancement Act (SECURE Act) went into effect, and it represents the most significant retirement-planning legislation in decades. Indeed, the changes ushered in by the SECURE Act have dramatic implications…
5 Steps For Adding Digital Assets To Your Estate Plan
Although digital technology has made many aspects of our lives much easier and more convenient, it has also created some unique challenges when it comes to estate planning. If you haven’t planned properly, for example, just locating and accessing all…
Lifetime Asset Protection Trusts: Airtight Protection For Your Child’s Inheritance – 2
In the first part of this series, we discussed a unique planning tool known as a Lifetime Asset Protection Trust. Here we explain the benefits of these trusts in further detail. If you’re planning to leave your children an inheritance…
Lifetime Asset Protection Trusts: Airtight Protection For Your Child’s Inheritance
As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the motivating factors driving your life’s work. But without taking the proper precautions, the wealth you pass on is at…
Safeguard Your Children’s Inheritance With a Lifetime Asset Protection Trust
Last week, we discussed the benefits of a unique estate planning vehicle known as Lifetime Asset Protection Trusts. We referenced this planning tool based on how a Lifetime Asset Protection Trust could have protected Clare Bronfman, the heiress to the…
Lifetime Asset Protection Trusts Can Protect Your Family From Wealth’s Dark Side
When you create your estate plan, the idea that one of your adult children would ever use their inheritance to bankroll a cult is probably something you’d never dream of, much less anticipate. Yet that’s exactly what 40-year-old Clare Bronfman,…
4 Ways Wise Planning Can Protect Your Family’s Assets
While most people assume only the uber wealthy need to worry about asset protection, those with less wealth and fewer assets may be at even greater risk. For example, if you’re a multi-millionaire, a $50,000 judgment against you might not…
7 Events That Necessitate a Review of Your Estate Plan
Even if you put a totally solid estate plan in place, it can end up proving worthless if it’s not properly updated. Estate planning is not a one-and-done type of deal: It should continuously evolve along with your life circumstances.…
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