May 21, 2020

Lifetime Asset Protection Trusts: Airtight Asset Protection For Your Child's Inheritance - Part 1

April 30, 2020

Understanding Your Life Insurance Settlement Options

April 21, 2020

INVESTING in LIFE INSURANCE is a foundational part of estate PLANNING. However, when naming your POLICY'S BENEFICIARIES, there are a number of MISTAKES you can make that could lead to potentially dire CONSEQUENCES for the very people you’re trying to PROTECT and SUPPOR...

March 10, 2020

Both WILLS and TRUSTS are estate planning documents that can be used to pass your WEALTH and PROPERTY to your loved ones upon your death. However, TRUSTS come with some distinct ADVANTAGES over WILLS that you should consider when creating your plan.

That said, when co...

March 5, 2020

Earlier this week, we shared the first part of this series on the DANGERS of do-it-yourself estate planning. Here, we’ll look at how ONLINE legal DOCUMENTS can even put your MINOR CHILDREN at RISK

Given how far web-based technology has evolved, you might think online...

March 3, 2020

Do a Google search for “ONLINE estate PLANNING documents,” and you’ll find dozens of different WEBSITES. From Legal Zoom® and Willing.com to Rocket Lawyer® and Willandtrust.com, these do-it-yourself (DIY) planning services might SEEM like an enticing BARGAIN.

The site...

March 3, 2020

LIFETIME ASSET PROTECTION TRUSTS are primarily designed to PROTECT your LOVED ONES and their INHERITANCE from much more common THREATS, such as divorce, serious debt, devastating illness, and unfortunate ACCIDENTS. At the same time, LAPTs can provide your heirs with a...

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