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ESTATE PLANNING: Asset and Family Protection
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...
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ESTATE PLANNING: Are You Prepared for Long Term Care?
INTRO: Life expectancies are steadily rising. Generally, healthier lifestyles and meaningful advances in medicine bode well for this...
ESTATE PLANNING ADVICE: What to Do With Your Digital Legacy
In our increasingly digital world, we are facing new questions about what to do with our social media, websites and Internet applications...
Estate Planning Advice: Asset and Family Protection – Part Two
INTRO: In Part One of this series, we talked about one of my clients who inquired about the international asset protection haven of the...
ESTATE PLANNING: 5 Common Gift-Giving Mistakes
INTRO: Generosity is widespread. Many people make gifts to loved ones and charities. On the surface, gift-giving is simple and...
Don’t Be Left in the Dark – Part Two
In Part One of this series, we discovered that some beneficiaries do not receive adequate communication about their inheritance, while...
Do It Yourself (DIY) Estate Planning…Is It Wise? – Part One
INTRO: With so many great resources on the internet these days, people are inclined to engage in more and more DIY projects. Some of...
CASE STUDY: “Outlaw” Protection
INTRO: In the last decade or so, there seems to have been a heightened awareness of and interest in “asset protection”. One aspect of...
Common Estate Planning Myths – Part 3
This post is the second of a series in which I cover some common myths and misconceptions about estate planning. Of course, the more...
Common Estate Planning Myths – Part 2
This post is the second of a series in which I cover some common myths and misconceptions about estate planning. Of course, the more...
Common Estate Planning Myths – Part 1
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...
CASE STUDY: When Family and Business Don’t Mix
Family members often become “involuntary” co-owners of real estate and/or a business by inheriting a fractional interest in an asset...
CASE STUDY: The Law and Unintended Consequences
INTRO: The estate planning “game” is one every adult plays, but some play more actively and more intelligently than others. The challenge...
CASE STUDY: “Outlaw” Protection
INTRO: In the last decade or so, there seems to have been a heightened awareness of and interest in “asset protection”. One aspect of...
Be On High Alert For Elder Financial Abuse! – Part Two
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...
Be On High Alert For Elder Financial Abuse! – Part One
INTRO: Working with many elderly clients and hearing about the parents of “baby boomer” clients, I see and hear signs of elder financial...
ASK YOURSELF: Are You Confident About Your Estate Planning Team?
INTRO: Estate Planning is not static nor is it an individual endeavor. Estate Planning evolves over time. It’s a “team sport”. If you...
ADVICE: Pass On More Than Your Wealth, Pass on Your Legacy
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...
ADVICE FROM ROB SILVERMAN: Protect Your Assets – Before It’s Too Late
We live in a world that loves to litigate. Protecting yourself and your assets is therefore of the utmost importance. As this blog post...
ADVICE FROM ROB: Business Services
Owners of ongoing businesses are nearly always cognizant about how critical it is to operate in an efficient, cost-effective manner while...