Some major things to know when estate planning with a disabled child… Do you have a will or...
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Leave Assets To A Second Spouse When You Have Children From A...
How do you ensure that both your new spouse and your children from your first marriage receive an...
The Serious Risks Of Self Settled Trusts
In a recent interview I did, I revealed how self settled trusts leave people’s assets exposed...
Do You Have A Loved One With Special Needs? Consider A Special...
What is a Special Needs Trust? In general, a trust is created when property or assets are managed...
12 Common Mistakes Executors Make In Probate
Many people have heard of the probate and estate settlement process but wonder what it is and what...
The 8 Things That Add Months Of Delays To A Probate Case
Probate can be avoided through various means, but many people don’t realize it. They fail to...
Named As A Successor Trustee? Now What?
Your friend or loved one has written their revocable living trust — and they just named you as...
The BIG Question If You’re A Successor Trustee… Do...
How to Determine if Your Family Can Handle Settling Your Trust Many people believe that if they...
#1 Myth Of Asset Protection: Why You Can Lose Assets In A...
The thinking of many physicians around the country, and unfortunately their advisors as well, is...
The 2 Strategies To Protect Assets For Real Estate Investors
Why Incorporate Your Real Estate? Real estate can be a good investment, but one that comes with a...
Living Trusts Today Don’t Usually Protect Your Assets From...
Most trusts, even irrevocable ones, no longer work to qualify an individual for Medicaid…...
Why DIY Estate Planning Could Cost You And Your Heirs...
You should not sacrifice great planning for a supposed money-saving deal which likely won’t work...