Asset Protection
Strategies to Protect Assets from Lawsuits and Creditors
Discover key strategies like trusts, IRAs and homestead exemptions to protect your assets from lawsuits and creditors.
October 30, 2024
Asset Protection
Family Wealth Discussions: How to Talk about Money with Loved Ones
Family wealth discussions are never easy. Nonetheless, it’s necessary to talk about money with loved ones. Use the right approach to stay on the same page and avoid miscommunication.
October 29, 2024
Charitable Planning
Estate Planning for the Family Vacation Home
There is a lot to consider when deciding what will happen to the vacation property in the event of your demise but there is even more to consider in the event that you would require long-term care.
October 28, 2024
Asset Protection
How to Avoid Probate with a Revocable Trust
A revocable trust allows assets correctly transferred into the trust during the grantor’s lifetime to bypass probate. This can simplify asset distribution and help preserve privacy.
October 25, 2024
Asset Protection
Are Your Passwords Protected as Well as Your Estate?
Phone and computer passwords, crypto wallets, investment portfolios, mobile banking passcodes and even social media credentials also need a place to go when you die.
October 24, 2024
Asset Protection
Curated a Collection? You Need an Estate Plan for It
So the pitch that anyone with a collection needs to hear is this: Your wine needs an estate plan, because it’s not going to drink itself.
October 23, 2024
Estate Planning
Estate Planning Lessons From Warren Buffett
As one of the wealthiest individuals on the planet, Warren Buffett’s public disclosure of some of his estate planning earlier this summer no doubt garnered plenty of interest.
October 22, 2024
Charitable Planning
Should I Give My Kid Their Inheritance Before I Die?
Managing your money later in life includes defining a destination point for the next generation of your wealth.
October 21, 2024
Estate Planning
Do You Need an Estate Plan?
Estate planning can include wills, trusts, powers of attorney, guardianship for your minor children, personal health decisions, avoiding probate and more.
October 18, 2024
Estate Planning
Michael Jackson’s Estate Continues to Unwind
When Michael Jackson died in 2009, he left a complicated legacy. However, one thing remains true: The King of Pop’s music still generates millions of dollars every year.
October 17, 2024