It’s Not Just About Death and Taxes: The Essential Legal Documents You Need for Incapacity Planning Comprehensive estate planning is about more than your legacy after death, avoiding probate, and […]
Read More »Make an Achievable 2016 New Year’s Resolution – Get an Estate Plan Checkup!
Make an Achievable 2016 New Year’s Resolution – Get an Estate Plan Checkup! With 2016 upon us, it’s time to start thinking about achievable and worthwhile new year’s resolutions. It […]
Read More »If You Die Without a Will, Does Your Spouse Inherit Your Entire Estate?
If You Die Without a Will, Does Your Spouse Inherit Your Entire Estate? If you are married and you die without a Last Will and Testament, you may mistakenly believe […]
Read More »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 […]
Read More »U.S. Supreme Court Rules Inherited IRAs are Not Protected from Creditors
U.S. Supreme Court Rules Inherited IRAs are Not Protected from Creditors The U.S. Supreme Court–in a unanimous decision–ruled that Individual Retirement Accounts (IRAs) inherited by anyone other than a spouse […]
Read More »U.S. Supreme Court Rules Inherited IRAs are Not Protected from Creditors
U.S. Supreme Court Rules Inherited IRAs are Not Protected from Creditors The U.S. Supreme Court–in a unanimous decision–has ruled that Individual Retirement Accounts (IRAs) inherited by anyone other than a spouse […]
Read More »Understanding Losses: Liability Exposure
Understanding Losses: Liability Exposure We live in a litigious society. Lawsuits abound, whether deserved or not. If you own property or stock that was purchased at a low price and […]
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