INTRO: Here’s a subject that both intrigues and confuses many people – asset protection. This article focuses on practical steps you can...

Today’s article covers common estate planning myths. You can likely debunk many of these myths without my help. Nevertheless, I hope each...

INTRO: Well intentioned people are frequently short-sighted when it comes to estate planning. In this article, I’ve highlighted a few...

INTRO: Quite often, we hear people say things like: “the most important thing is our health” and “if you have your health, you have...

INTRO: Here’s the story of a special project I completed for a client some months ago. My client is a young father – I’ll call him Curt....

INTRO: Life expectancies are steadily rising. Generally, healthier lifestyles and meaningful advances in medicine bode well for this...

INTRO: In Part One of this series, we discussed how the rules related to inheriting an IRA are often shrouded in mystery. Here is more...

INTRO: Many people have a significant portion of their wealth in their Individual Retirement Accounts (IRAs). Yet, the rules related to...

In Part One of this series, we discovered that estate planning for blended families can be complex, sensitive and difficult. Here are...

The term “asset protection” is defined and used in many different ways. Here, I use it to describe various methods by which people try to...

INTRO: Life expectancies are steadily rising. Generally, healthier lifestyles and meaningful advances in medicine bode well for this...

INTRO: In Part One of this series, we talked about one of my clients who inquired about the international asset protection haven of the...

INTRO: Generosity is widespread. Many people make gifts to loved ones and charities. On the surface, gift-giving is simple and...

In Part One of this series, we discovered that some beneficiaries do not receive adequate communication about their inheritance, while...

INTRO: With so many great resources on the internet these days, people are inclined to engage in more and more DIY projects. Some of...

INTRO: In the last decade or so, there seems to have been a heightened awareness of and interest in “asset protection”. One aspect of...

This post is the second of a series in which I cover some common myths and misconceptions about estate planning. Of course, the more...

This post is the second of a series in which I cover some common myths and misconceptions about estate planning. Of course, the more...

This post will be the first of a series in which I cover some common myths and misconceptions about estate planning. Of course, the more...

Family members often become “involuntary” co-owners of real estate and/or a business by inheriting a fractional interest in an asset...