Your New Year Resolution was Getting your estate in Order-Did You? Don’t Put Off Till Tomorrow What You Can Do Today: Why It’s Time to Talk with Your Family and Your Estate Planning Attorney

There’s no perfect time to broach the subject of estate planning with your family. We all know that everyone passes away eventually, but many of us often want to conveniently forget that reality. Faced with the decision between taking the initiative to start a family discussion about estate planning and putting it off until later, [...]

By | 2019-04-05T12:19:49+00:00 April 5th, 2019|Estate Planning|0 Comments

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 protection planning is immoral because it prevents a creditor from collecting on a judgment entered by a court. The truth is the U.S. justice system is unpredictable. Defendants are faced with ever-expanding theories [...]

By | 2019-03-29T20:16:06+00:00 March 29th, 2019|Estate Planning|0 Comments

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 conversation. When it comes to estate planning, who will be ultimately in charge of your minor child is an important decision that requires consideration of many factors. Although there is no substitute for [...]

By | 2019-03-22T12:28:25+00:00 March 22nd, 2019|Estate Planning|0 Comments

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, received a significant inheritance, expect a large check from a lawsuit verdict or divorce settlement, or just won the lottery, you need help from professionals to avoid negative consequences from your windfall. Below [...]

By | 2019-03-15T14:33:53+00:00 March 15th, 2019|Estate Planning|0 Comments

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 leave this tedious task to the last…possible…moment. As Tax Day approaches, millions of Americans are likely scrambling to track down all of their important documents to meet the April 15 deadline. But as [...]

By | 2019-03-08T12:41:08+00:00 March 8th, 2019|Estate Planning|0 Comments

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 not necessarily have a shelf life, they may not fulfill your goals when your circumstances change. Of course, having estate planning documents that are up-to-date is critical, but how do you know when [...]

By | 2019-03-01T14:48:46+00:00 March 1st, 2019|Estate Planning|0 Comments