Asset Protection

Are you thinking about creating an estate plan or restating your existing plan?  Are you trying to find where to start and who to represent you in assisting with this?  This week, we discuss how you can find the right legacy planner for you.  

Estate planning is dead. Gone are the days of creating legal structures to hold your assets, pass your fortune on to the next generation and, of course, avoid paying estate taxes. Gone are the days of planning for your death. It’s time to plan for your life. 

Link to Original Article by Daniel Scott, Forbes, July 26, 2018

Understanding the Probate process emphasizes that proper estate planning is vital!  This week, we give you an introduction to Probate, what it is and what it entails.  

Aretha Franklin's recent passing brought to light another celebrity estate lacking the proper protection planning to avoid probate.  We have provided a reminder checklist to prevent this from happening to you and your family...

This week marks the first week of school for many families.  While the kids are at school, we continue to discuss financial planning  in Part 2 of our Back-to-School Checklist.  Keep your preparation-game strong by using these planning tools!

Beverly Nelson with StandUpForCaregivers.org, discusses the conversations in life that are just plain difficult - talking with your loved one about end-of-life arrangements. It’s a topic you’d rather put off until later, but you don’t know what the future holds. You can, however, make sure your loved one has a plan in place for when their Golden Years quietly come to a close. 

For this week, we are diving into the realm of entertainment, sharing some celebrity estate planning horror stories!

Are you and your significant other considering a prenuptial, postnuptial or cohabitation agreement?  If so, this week's blog gives a quick and informative look into these three types of agreements!

A cautionary tale about one Nevada family's abuse by a professional guardian, and steps you can take to protect you & your loved ones. 

Happy 2018!  Keep celebrating and carry on!  Along with your new year's resolutions, we are going to discuss some savvy organizational tools to help carry you throughout the year!

Legacy Planning is an integral part of planning for your estate, we are going to give some insight as to how your legacy can be conceptualized while planning for your estate!