Asset Protection
Protect Your Parents’ Savings From Nursing Home Expenses
Without proper planning, the high costs of nursing home care can quickly deplete your parents’ savings, leaving them financially vulnerable.
June 23, 2025
Estate Planning
What Is the Best Way to Pass on My House?
Deciding how to transfer your home to loved ones requires careful planning to minimize taxes, avoid probate and protect your family’s financial future.
June 18, 2025
Estate Planning
Gene Hackman and Betsy Arakawa Relied on Trusts in Estate Plans
Without trust documents, it is unclear how Hackman’s assets will be divided and among whom.
June 16, 2025
Business Succession
Can Estate Planning Strategies Protect Cryptocurrency?
Creditors, hackers and frivolous lawsuit filers could be targeting your cryptocurrencies. These essential estate planning and asset protection strategies could help.
June 13, 2025
Estate Planning
What Does a Probate Attorney Do?
Probate attorneys help families navigate the legal process of settling a deceased loved one’s estate, ensuring that assets are distributed properly, and disputes are resolved efficiently.
June 9, 2025
Estate Planning
Tell Designated Representative Where to Access Your Estate Planning Documents
An estate plan is only effective if the right people know where to find essential documents when they are needed.
June 6, 2025
Estate Planning
What’s the Best Way to Get Estate Planning Started
True wealth management is about more than investments—it’s about protecting your legacy. Estate planning may not seem exciting. However, ignoring it can have serious consequences.
June 4, 2025
Estate Planning
Should I Have a Revocable Living Trust?
An RLT, like any trust, is a method of holding property where the ‘legal’ aspect of ownership is separated from its ‘beneficial.’
June 2, 2025
Alzheimer's Disease
Removing a Trustee Due to Incapacity
A trustee plays a critical role in managing a trust. However, if they become incapacitated, prompt action is necessary to protect the trust’s assets and beneficiaries.
May 30, 2025
Estate Planning
What to Do After Spouse Dies
Losing a spouse is an emotional and overwhelming experience. However, taking the right legal and financial steps can help ensure stability during a difficult time.
May 28, 2025