3 Asset Protection Tips You Can Use Now

A common misconception is that only wealthy families and people in high risk professions need to put together an asset protection plan. But in reality, anyone can be sued. A car accident, foreclosure, unpaid medical bills, or an injured tenant can result in a monetary judgment that will decimate your finances. Below are three tips [...]

By |2018-01-26T19:48:44+00:00January 26th, 2018|Uncategorized|0 Comments

Which life events that require an immediate estate plan update?

Estate planning is the process of developing a strategy for the care and management of your estate if you become incapacitated or upon your death. One commonly known purpose of estate planning is to minimize taxes and costs, including taxes imposed on gifts, estates, generation skipping transfer and probate court costs. However, your plan must [...]

By |2017-08-25T21:00:18+00:00August 25th, 2017|Uncategorized|0 Comments

Do It Now: Name a Guardian for Your Minor Child(ren)

We know it’s hard. Thinking about someone else raising your children stops us all in our tracks. It feels crushing and too horrific to consider. But you must. If you don’t, a stranger will determine who raises your children if something happens to you - your child’s guardian could be a relative you despise or [...]

By |2017-08-19T18:34:20+00:00August 19th, 2017|Uncategorized|0 Comments

Isn’t There Already A Law That Leaves Everything To My Spouse And Kids?

Many people think that if they die while they are married, everything they own automatically goes to their spouse or children. They’re actually thinking of state rules that apply if someone dies without leaving a will. In legal jargon, this is referred to as “intestate.” In that case, the specifics will vary depending on each [...]

By |2017-08-04T18:13:52+00:00August 4th, 2017|Uncategorized|0 Comments

How do I ensure that there isn’t a will contest?

We’ll need to change the question to “How can I best ensure there isn’t a will contest?” because we live in a litigious society and anyone can sue anyone for anything. But, don’t be discouraged. There’s a lot you can do to reduce the likelihood of a will contest. For example, don’t put your estate [...]

By |2017-07-28T20:19:20+00:00July 28th, 2017|Uncategorized|0 Comments
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