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
Mark Zuckerberg Did Not Pledge 99% of His Facebook Stock to Charity — Here’s What He Did Instead + What He Could Do Even Better
When I heard that Mark Zuckerberg and his wife, Dr. Priscilla Chan, were donating 99 percent of their Facebook shares — currently worth more than $45 billion — to charity, I immediately assumed they had been the beneficiaries of smart family wealth planning advice…
How to Pass On Family Heirlooms Without Causing a Family Feud
The holidays are traditionally the time for family gatherings, where generations come together and perform holiday rituals that have been passed down through the years. Part of those rituals includes material possessions – a well-worn set of silver at the…
How To Leave Your Home To Your Kids
Many parents want to know the best way to leave a home to their children. Before you make a plan, you should first be sure that your children actually want the property. We have seen too many parents take on…
What Is a Trust?
A trust is a legal creation set up to benefit someone or something. For example, some people set up trusts to benefit their children, their grandchildren, or even charities. It is easiest to understand if you think about three separate…
The Top Three Things to Know Before You Sign a Residential Lease
If you own your home or you’ve been renting so long that this information is old hat to you, consider sharing the details with a young adult or almost adult in your family who would benefit from this knowledge. One…
How to Protect Family Heirlooms From a Family Feud
The passing of family heirlooms from one generation to another should be welcome tradition in most families, but unfortunately, this process can cause long-lasting family rifts if not done properly. There are many stories of families that have split over…
5 Steps to Fix Your Battered Retirement Plan
It’s no secret that a majority of Americans are ill-prepared for retirement. A recent Forbes.com post detailed the 5 steps you can take now to being repairing the hole in your retirement plan: Pay yourself first. Set up an account…
Is Your Living Trust Really Going to Work For the People You Love?
Traditionally, one of the primary reasons for establishing a living trust has been to avoid probate. But there are a few more benefits of a living trust that can help you do much more than that, if it’s set up…
How You Can Avoid Being Taken Advantage of Once You Become Elderly
A 2010 study conducted by the Investor Protection Trust found that more than seven million older Americans — 20 percent of those over the age of 65 — had already been a victim of financial abuse. Here are some tips…
How to Fund Your Trust to Avoid Probate
A common estate planning mistake many people make – including celebrities like Michael Jackson – is not ensuring the trust you have created holds all your assets. Unfortunately, most lawyers simply do not make sure this is properly handled for…
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