Asset Protection In Estate Planning
Estate planning is not just about saving taxes, it is also about managing and protecting your assets against future creditors, both for you and for your beneficiaries.
August 18, 2020
Can You Protect Your Estate with Life Insurance?
Life insurance may play a vital role in an estate plan, because insurance proceeds can be counted on to provide liquidity when it’s needed.
August 5, 2020
How Do I Protect an Inheritance from Taxes?
Did you receive an inheritance of cash, investments, or property? Here are four ways that can help you keep it from being swallowed up by taxes.
July 29, 2020
Who Will Care for the Children?
Parents should make sure they have arrangements in place for the care of their minor-aged children, when planning their estates…
July 27, 2020
Creating a Family LLC for Estate Planning
Somewhere between a corporation and a partnership lies the limited liability company (LLC). This hybrid legal entity is beneficial not just for small-business owners but is also a powerful tool for estate planning.
July 21, 2020
Adding Charitable Giving Into An Estate Plan
Charitable giving comes in many forms. Some people donate annually to their favorite charities, while others may volunteer their time or professional services.
July 9, 2020
What You Need to Know about Drafting Your Will
If you pass away with no will, a state court may decide who gets your assets and — if you have children — who will care for them.
July 1, 2020
What You Need to Do after a Loved One Dies
When a family member or other loved one dies, the natural response is to feel overwhelmed. However, there are some very practical and legal matters that need to be attended to ‘immediately, if not sooner.’
June 16, 2020
Giving lets you practice your core values
How do you plan to pass the gift of your good financial fortune on? Defining your goals and creating a giving strategy is key to beginning the process.
June 5, 2020
Transferring your house to your children
Adding an adult child to your house deed, or giving them the home outright, might seem like a smart thing to do. It usually isn’t.
June 3, 2020