Tag: Asset Protection

We Want to Draft Your Legacy

What’s Involved with Being a Trustee?

July 22, 2022
Being a trustee is difficult but adopting these four best practices employed by professional trustees will go a long way to ensure that you’ll effectively execute your duties and mitigate your liability.
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What Is the Best Asset Protection?

July 19, 2022
Perhaps the largest number of people who may benefit from asset protection planning are those who are at most mildly concerned about asset protection issues, or not even aware of the need for such planning.
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What Is a TOD Beneficiary?

July 13, 2022
The primary advantage of naming TOD beneficiaries for your accounts is that it can make the inheritance process much simpler, faster and less expensive.
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What Common Mistakes are Made with Living Trusts?

July 12, 2022
Of course, just because you have a living trust doesn't mean you're all set. Here are a few of the most common mistakes people make with their living trusts.
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What Exactly Is a Prenup?

June 22, 2022
Signing a prenup doesn’t indicate that you don’t have faith in your marriage, just like buying car insurance doesn’t mean you expect to get in a crash.
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When Should I Update My Will?

June 9, 2022
There are some obvious triggers that might prompt you to update your will, such as changes in health or marital status. There are, however, also some not-so-obvious ones to be aware of, according to financial planners and attorneys.
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How Do I Create a Trust Fund?

June 8, 2022
Trust funds are an important estate planning tool. They can protect your assets while you’re alive and help ensure that you leave money to your children or other loved ones after you die.
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Is Putting a Home in Trust a Good Estate Planning Move?

May 26, 2022
Homes are illiquid assets that produce no income and come with ongoing costs for upkeep. Those issues can cause some snags with your trust.
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Is Estate Planning Affected by Property in Two States?

April 13, 2022
When it comes to owning property in two different states, you may wonder how to manage these in your estate plans.
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Why Shouldn’t I Wait to Draft my Will?

April 6, 2022
It’s an important task that is easy to procrastinate. However, here is why you shouldn’t:
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