You’ve worked hard to provide financial stability for yourself and your loved ones, but your assets may be at risk. In our blog, we discuss using strategies such as trusts and family limited partnerships to protect assets from creditor claims, divorce, lawsuits, or taxation. To learn how we can assist with your specific asset protection needs, please contact our office to request a free initial consultation.
- Page 3
-
Selecting the right trustee for any trust is an important decision, but in the case of choosing a trustee for someone with special needs its even more important.There are many options to consider in choosing a trustee for a special needs trust.
-
Succession planning is a critical component of estate planning for business owners.Estate planning for business owners is about safeguarding your assets and securing the future of your business and ensuring a smooth transition of ownership.
-
As you navigate the complexities of divorce, protecting your assets and ensuring your financial future should be top priorities.Divorce is a challenging and emotionally charged life event, and amidst the emotional turmoil, it's essential not to overlook the importance of estate planning.
-
Managing chronic illnesses at home can be the preferred method of treatment under the right circumstances.Long-term care doesn't have to take place in a nursing home. Many seniors prefer to receive care at home.
-
Yes, Even Millennials Should Have An Estate PlanDespite common misconception, younger individuals can benefit from having estate planning documents in place. Here are some helpful documents for millennials.
-
How to Get the Most out of Retirement: “Stretching and Protecting” Your Wealth
-
Do You Need a Trust?Trusts can be of major assistance in achieving your estate planning and asset protection goals. What is a RLT? is it a necessary addition to your estate plan?
-
Estate Planning Tips for the New YearLife is full of changes, however, with these helpful tips, you can ensure that your estate plan best serves you.
-
Trust decanting is a process that can be utilized to modify or alter the terms of an irrevocable trust.An irrevocable trust is an estate planning tool designed to limit the grantors' ability to alter its terms - but there are steps you can take to change it.
-
Naming a beneficiaries to accounts can cause unintended problems. Learn why there are better alternatives to naming a beneficiary to an account.Adding a family member as a beneficiary to an account can be a low cost way to plan part of an estate, but sometimes there can be drawbacks.
-
Planning as part of the sandwich generation presents enormous challenges. Here are 6 steps to take to meet those challenges.The "Sandwich Generation" is caught between caring for their parents and their children. Planning for them both can be challenging.
-
Holiday gatherings with family may be a good opportunity to discuss many aspects of an aging loved one's planning and wishes should they get sick.Family get togethers are not merely an opportunity to reconnect with loved ones.