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...

In our increasingly digital world, we are facing new questions about what to do with our social media, websites and Internet applications...

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...

INTRO: The estate planning “game” is one every adult plays, but some play more actively and more intelligently than others. The challenge...

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

INTRO: In Part One of this series, I reported that it is difficult to combat elder financial abuse. Sometimes it isn’t recognized or at...

INTRO: Working with many elderly clients and hearing about the parents of “baby boomer” clients, I see and hear signs of elder financial...

INTRO: Estate Planning is not static nor is it an individual endeavor. Estate Planning evolves over time. It’s a “team sport”. If you...

Why Should You Make a Legacy Video Part of Your Estate Plan You should invest in a Legacy Video – the centerpiece of a 21st Century...

We live in a world that loves to litigate. Protecting yourself and your assets is therefore of the utmost importance. As this blog post...

Owners of ongoing businesses are nearly always cognizant about how critical it is to operate in an efficient, cost-effective manner while...