Review Your Financial and Estate Planning Goals for 2014
A recent article quoted financial planner Michael Joyce as saying, “There’s nothing magic about reviewing goals […], but it is a good…
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Trusteed IRAs to Assist Your Heirs in Managing Their Inheritance
The fear that a person’s adult children will mismanage their inheritance is not uncommon. Luckily, the field of estate planning offers many…
The Biggest Estate Planning Mistake You Are Probably Making
An estate plan is not one document. Rather, it is a collection of various documents that deal with a wide variety of…
Leaving the Vault Open: A Revocable Trust Will Not Protect You From Creditors.
One popular misconception concerning estate planning is that any trust will protect an individual’s assets from creditors. However, as a recent article…
Using a Trust to Protect Your Legacy
For parents of minor children, passing assets on to their children cannot be the only focal point of estate planning. Rather, parents…
How to Plan for, or Avoid, Transfer Taxes
As a recent article suggests, estate planning encompasses a lot more than most people would think. Not only does estate planning allow…
Separate Accounts From Your Spouse? Avoid This Asset Protection Pitfall!
It is becoming more commonplace for spouses and cohabitating unmarried couples to keep their financial accounts separate. While this strategy has many…
Three Investment Structures for Asset Protection & Tax Planning
There is no one-size-fits-all asset protection strategy. Rather, asset protection needs to be completed for each individual or family and is based…
Before Kramer vs. Kramer: Protecting Assets Following Divorce
One of the greatest threats to an individual’s wealth is divorce. With the chance of a successful marriage hovering at or below…
Calling an Audible: Avoiding Taxes Caused by a Bypass Trust
Since estate-planning maneuvers can cause unintended consequences, it’s important to plan with flexibility. A recent article discusses how one man dealt with…
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