The Shocking Truth About Asset Protection Planning

Some view asset protection planning with a skeptical eye.  They believe there is a moral obligation to pay one’s debts.  They think that asset protection planning is immoral because it prevents a creditor from collecting on a judgment entered by a court.

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How to Align Insurance with Your Estate Plan

If you’re like most folks, you use a variety of insurance products to manage risk and protect you, your family, and your assets from losses caused by property damage, businesses, property, accidents, disability, retirement, and death. However, instead of considering these insurances as separate items, we suggest you make them part of an integrated, overall […]

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Make Estate Planning Your New Year’s Resolution

The holidays are upon us. It’s also a good time to get started with some Old Year end and New Year beginning planning activities, especially if family members are going to be celebrating the holidays with you. Start with reviewing what you have and how you own it (by yourself, with your spouse, with a […]

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Advice for Divorce after Age 50

When you’re over 50 and facing divorce from a long-term marriage, coming to a settlement agreement that will safeguard a comfortable financial future is complicated. “Till death do us part” isn’t the case for many Baby Boomers today. “Gray divorces” are occurring more than ever before — the rate for adults ages 50 and older […]

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Trusts and Title Insurance Problems

When you create a revocable living trust, it is important to transfer your assets into that trust, including any real estate that you own. However, if you are not mindful, transferring real property into a trust could result in the loss of your title insurance.

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Check Your Estate Planning List Twice

During this festive time of year, dwelling on estate planning may seem like a bit of a downer. Yet the end of the year is as good as time as any to take stock of your personal finances and also make sure you have done some proper estate planning. Having your affairs in order will […]

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Freezing Eggs and Your Estate Plan

A couple of major corporations have announced that they will pay to have the eggs of female employees frozen for later use. You might not believe it, but this could have an effect on your estate plan.

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When Are Charitable Gifts Delivered?

With the holiday season upon us, the charitable giving season is also upon us. Charitable giving is important not only for income tax purposes, but can also be important for estate tax purposes.

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