Caution: Is Your Asset Protection Plan Set Up to Fail? You may be surprised to learn that not only has asset protection planning been around for a long time, but […]
Read More »Where is the Best Place to Store Your Original Estate Planning Documents?
Where is the Best Place to Store Your Original Estate Planning Documents? Estate planning attorneys are often asked where original estate planning documents – wills, trusts, powers of attorney, and […]
Read More »Death Tax Repeal Act Introduced in House and Senate
Death Tax Repeal Act Introduced in House and Senate Identical bills have been introduced in the U.S. House and Senate that would permanently repeal the federal estate tax and generation-skipping […]
Read More »Does Your Estate Plan Protect Your Adult Beneficiaries?
If you think you only need to create discretionary lifetime trusts for young beneficiaries, problem beneficiaries, or financially inexperienced beneficiaries, then think again. In this day and age of frivolous […]
Read More »It’s Not Just About Death and Taxes: The Essential Legal Documents You Need for Incapacity Planning
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 […]
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