April 16, 2014 |
How to Bulletproof Your Estate Plan
Challenges to wills and trusts are more common than you might think. These disputes can turn very ugly, very quickly. Resentment between family members can ...
Learn MoreHow to Bulletproof Your Estate Plan
Challenges to wills and trusts are more common than you might think.
These disputes can turn very ugly, very quickly. Resentment between family members can last a lifetime, and the financial consequences can be devastating for all parties involved. Here are several ways to prevent potential disputes from arising in the first place, avoid estate litigation, and help ensure your wishes are carried out.
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Blogs for April 2014
April 15, 2014 | Beneficiaries
Showdown: Wills vs Trusts
Depending on who you talk to, your estate planning specialist might recommend wills over trusts or trusts over wills. Let’s walk through some of the ...
Learn MoreApril 14, 2014 | Asset Protection
Hoteliers Beware: Lessons to learn from the Neiman Marcus and Target Breaches
Security breaches seem to be on the rise. Target’s customer data breach impacted 110 million Americans and the Neiman Marcus breach affected 40 million, and ...
Learn MoreApril 11, 2014 | Asset Protection
Loop Hole or Opportunity? High State Tax Residents Use Nevada and Delaware Trusts to Avoid Tax.
Today’s high net worth individuals are deeply sensitive to the risks they face with state income taxes. Since state income taxes can be such a ...
Learn MoreApril 10, 2014 | Beneficiaries
The Entrepreneur’s Dilemma: Success Tips For Passing The Family Business On To Children
Owning and operating your own business is an exciting venture, but it can present you with challenges when you are unwilling or unable to continue ...
Learn MoreApril 9, 2014 | Beneficiaries
Risky Do-It-Yourself: Wills
Software or online programs to help you plan your estate are popping up everywhere, but that doesn’t mean they are the best choice for your ...
Learn MoreApril 8, 2014 | Asset Protection
Guarding Against Risk, While Saving on Taxes: Biggest Advantages of Captive Insurance Companies
Captive insurance companies are private insurers that are owned by a parent company. Although a captive insurance company has some of the same benefits of ...
Learn MoreApril 2, 2014 |
Discuss Finances Before Saying ‘I Do’
If you or someone you know is planning a wedding anytime soon, there are many things to consider. One of the most important of which ...
Learn MoreApril 1, 2014 |
3 Estate Planning Mistakes From Which To Learn
If you haven’t already done your estate plan, perhaps hearing a few horror stories about people who made common mistakes will prompt you to do ...
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