Asset Protection
Pre-Election Estate Planning
Why wait? A variety of trusts—from SLATs to BDITs, GRATs and more—can help you be proactive in protecting your wealth.
October 9, 2020
Advanced Directives
Estate Planning Needs for Every Stage
Although there is often a progression of complexity in estate planning, this progression generally follows stages in life rather than specific ages.
October 8, 2020
Advanced Directives
You Need More than a Will for Estate Planning
Regardless of the pandemic, experts say it’s important to plan for when you’re not here—that is, give thought to what would happen to your bank accounts, your home and your belongings, as well as, perhaps, your dependents.
October 5, 2020
Asset Protection
How Do I Handle Inheritance?
The period leading up to and shortly after losing a close relative is often one of the most emotionally demanding times that we, as humans, experience.
September 26, 2020
Asset Protection
How Can I Use Estate Planning for My Small Business?
Small businesses are often caught up in growth cycles, profits and ensuring that products arrive to consumers on time. The life of a small business owner is a hectic one with many owners failing to follow basic estate planning and business law practices.
September 21, 2020
Asset Protection
What Is a Qualified Personal Residence Trust (QPRT)?
When creating an estate plan, one important question to consider is how to handle the transfer of personal property, including your home. A Qualified Personal Residence Trust, or QPRT, is something you may decide to create to minimize gift and estate taxes associated for your heirs.
September 19, 2020
Asset Protection
What Happens to Debt When You Die?
Creditors typically try to collect on unpaid debt, by going after the decedent’s estate during a process called probate.
September 17, 2020
Asset Protection
A Non-Medical Checkup – For Your Estate Plan
For example, did you name someone as an heir who is no longer in favor with you or—worse yet—has died? Who should get what they would have gotten? Are there now new people in your life—be they family members or not—whom you might wish to share in what you may have?
September 15, 2020
Advanced Directives
Can I Avoid Family Fighting with Estate Planning?
One problem that frequently stems from the inheritance process is fractured relationships between siblings. Unfortunately, the common denominator in many of these situations is the parents’ estate plan.
September 14, 2020
Asset Protection
Which Celebrities Made the Biggest Estate Planning Blunders?
The saying goes that anyone who does not learn from mistakes in the past, is doomed to repeat them. In estate planning, if you do not learn from other’s mistakes, you are likely to repeat them.
September 11, 2020