Month: March 2019
The Shocking Truth About Asset Protection Planning
Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to pay one’s debts. They think that asset…
Should your child’s guardian and trustee be the same person?
If you have overheard any discussion about estate planning, you have likely heard the words “guardian” or “trustee” tossed around in the…
Four Estate and Legacy Planning Tips for the Suddenly Wealthy
Suddenly coming into money can be both a blessing and a curse. Whether you just signed a multiyear, multimillion dollar employment contract,…
Seeing an Estate Planner? Three Key Questions to Ask
Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you…
Four Easy to Avoid Mistakes People Make at Tax Time
It’s that time of year again: tax season. No one enjoys doing their taxes, and that is likely why many of us…
An Easy Three-Step Review for Your Estate Plan “Helpers”
While putting together an estate plan is important for you and your loved ones, it is equally important for you to understand…
Seeing an Estate Planner? Three Key Questions to Ask
Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you…
Is now the time to remodel your old trust?
There are several reasons why you should update your existing trust or perhaps your entire estate plan. While estate planning documents do…