Caution: Your Traditional Asset Protection Plan Is Set Up to Fail
You may be surprised to learn that, not only has asset protection planning been around for a long time, but you likely have already engaged in it at some point. […]
AB Trusts — Do You Need to Get Rid of Yours?
If the last time you and your spouse updated your estate plan was more than a decade ago, your estate plan may contain what is sometimes referred to as AB […]
Three Asset Protection Tips You Can Use Now
A common misconception is that only wealthy individuals and people in high-risk professions, such as doctors or lawyers, need an asset protection plan. However, anyone can be sued. A car […]
How to Give Real Property to a Loved One at Your Death Without Probate Court Involvement
A home is often one of the most important assets that people own. Therefore, most people want to stay in their home until they die and then have a loved […]
Lessons from Warren Buffett’s Estate Plan: Generosity, Adaptability, and Transparency
Warren Buffett, known as the Oracle of Omaha, is one of the most successful investors of all time. His disciplined approach to investing, combined with his understanding of markets and […]
Beware of Trust Scams—and How to Spot Them
Beware of Trust Scams—and How to Spot Them Trusts are widely used in estate planning to protect and transfer a person’s assets (money, accounts, property, etc.), sometimes in a tax-advantaged […]
Important Legacy Questions You Should Answer in Your Estate Plan
When beginning any type of planning, you usually start with some preliminary questions. Estate planning is no different. When you begin the process, your estate planning attorney will likely ask […]
Estate Planning That Expresses Who You Are
5 Things to Talk About with Your Family You intend to pass along your hard-earned money and property through your estate plan, but what about your wisdom? Ensuring that you […]
Money Isn’t Everything in Estate Planning
How to Pass Your Stories and Values to Future Generations Money and property may be the most discussed types of wealth that a person owns, but the riches of their […]
Why Joint Ownership Should Not Be the Go-To Plan for Newlyweds
If you recently married or have been married for a while and have acquired additional money or property (or plan to), you have options regarding how your assets can be […]