Latest Blog Posts

Did Last Year’s U.S. Supreme Court Decision Put Your IRA At Risk? What’s The Solution?

Posted on: June 10th, 2015
This decision has sent shock waves through the estate planning and financial advisory worlds....

Is A Revocable Living Trust Estate Plan Right For You Or Your Client?

Posted on: June 9th, 2015
A Revocable Living Trust is a powerhouse document that allows you to control your assets while you are living and after you die....

When A Loved One Dies What Documents Do I Need?

Posted on: June 5th, 2015
Hopefully, the below list will help you during these difficult times....

The Shocking Truth About Asset Protection Planning

Posted on: June 3rd, 2015
Defendants are faced with ever-expanding theories of liability, being sued just because they appear to have “deep pockets,” and judgments entered against them based on desired outcomes instead of the law. ...

Protect those you love!

Posted on: May 29th, 2015
If you think you only need to create discretionary lifetime trusts for young beneficiaries, problem beneficiaries, or financially inexperienced beneficiaries, then think again....

Power of a Living Trust

Posted on: May 28th, 2015
Revocable Living Trusts have become the basic building block of estate plans for people of all ages, personal backgrounds, and financial situations. But for some, a Revocable Living Trust may not be necessary to achieve their estate planning goals or may even be detrimental to achieving those goals....
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