Oct 30, 2018 | Asset Protection Planning, Business Law Blog, Estate Planning
On this Halloween’s Eve we are pondering death…payable on death accounts that is. The spooky truth is that payable on death accounts, or “POD accounts” for short, don’t always prevent probate. What is a POD Account? A POD account is a type of bank...
Oct 23, 2018 | Asset Protection Planning, Business Law Blog, Estate Planning
With the fall season here to signal that the end of 2018 is approaching, it’s an excellent time to review your affairs. Below is a checklist to ensure your planning meets your needs and is up-to-date: 1. When was your power of attorney last updated? A power of...
Oct 23, 2018 | Asset Protection Planning, Business Law Blog, Estate Planning
This is Part 4 of our four-part series of blog posts where we are sharing the basics of using Limited Liability Companies (LLCs) as part of your asset protection plan. In Part 1 of this series we introduced LLCs. If you missed Part 1 of the series, you can check it...
Oct 18, 2018 | Asset Protection Planning, Business Law Blog, Estate Planning
While the end of the year is not quite here yet (but rapidly approaching), now is an opportune time to take a moment and start your year-end tax planning for 2018. This is particularly necessary this tax year because of the changes to the tax law that became effective...
Oct 18, 2018 | Asset Protection Planning, Business Law Blog, Estate Planning
This is Part 3 of our four-part series of blog posts where we are sharing the basics of using Limited Liability Companies (LLCs) as part of your asset protection plan. In Part 1 of this series we gave an introduction to LLCs. If you missed Part 1 of the series, you...
