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ESTATE PLANNING NEWS: Asset and Family Protection
INTRO: Here’s a subject that both intrigues and confuses many people – asset protection. This article focuses on practical steps you can...
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Estate Planning Myths
Today’s article covers common estate planning myths. You can likely debunk many of these myths without my help. Nevertheless, I hope each...
ESTATE PLANNING: Myopia Can Be Hazardous
INTRO: Well intentioned people are frequently short-sighted when it comes to estate planning. In this article, I’ve highlighted a few...
ESTATE PLANNING: It Really Is All About Your Health
INTRO: Quite often, we hear people say things like: “the most important thing is our health” and “if you have your health, you have...
ESTATE PLANNING: How to Use Your Estate Plan to Pass on Values
INTRO: Here’s the story of a special project I completed for a client some months ago. My client is a young father – I’ll call him Curt....
ESTATE PLANNING: How Does Long Term Care Fit In?
INTRO: Life expectancies are steadily rising. Generally, healthier lifestyles and meaningful advances in medicine bode well for this...
Estate Planning for IRAs – Part Two
INTRO: In Part One of this series, we discussed how the rules related to inheriting an IRA are often shrouded in mystery. Here is more...
Estate Planning for IRAs – Part One
INTRO: Many people have a significant portion of their wealth in their Individual Retirement Accounts (IRAs). Yet, the rules related to...
Estate Planning Strategies for Blended Families – Part Two
In Part One of this series, we discovered that estate planning for blended families can be complex, sensitive and difficult. Here are...
ESTATE PLANNING: Asset and Family Protection
The term “asset protection” is defined and used in many different ways. Here, I use it to describe various methods by which people try to...
ESTATE PLANNING: Are You Prepared for Long Term Care?
INTRO: Life expectancies are steadily rising. Generally, healthier lifestyles and meaningful advances in medicine bode well for this...
Estate Planning Advice: Asset and Family Protection – Part Two
INTRO: In Part One of this series, we talked about one of my clients who inquired about the international asset protection haven of the...
ESTATE PLANNING: 5 Common Gift-Giving Mistakes
INTRO: Generosity is widespread. Many people make gifts to loved ones and charities. On the surface, gift-giving is simple and...
Don’t Be Left in the Dark – Part Two
In Part One of this series, we discovered that some beneficiaries do not receive adequate communication about their inheritance, while...
Do It Yourself (DIY) Estate Planning…Is It Wise? – Part One
INTRO: With so many great resources on the internet these days, people are inclined to engage in more and more DIY projects. Some of...
CASE STUDY: “Outlaw” Protection
INTRO: In the last decade or so, there seems to have been a heightened awareness of and interest in “asset protection”. One aspect of...
Common Estate Planning Myths – Part 3
This post is the second of a series in which I cover some common myths and misconceptions about estate planning. Of course, the more...
Common Estate Planning Myths – Part 2
This post is the second of a series in which I cover some common myths and misconceptions about estate planning. Of course, the more...
Common Estate Planning Myths – Part 1
This post will be the first of a series in which I cover some common myths and misconceptions about estate planning. Of course, the more...
CASE STUDY: When Family and Business Don’t Mix
Family members often become “involuntary” co-owners of real estate and/or a business by inheriting a fractional interest in an asset...
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