Nov 16, 2021 | Asset Protection Planning, Business Law Blog, Estate Planning
A popular estate planning tool that has long been used effectively may be facing new challenges under the current administration in Washington, DC. The family limited partnership (FLP) is an estate planning tool that allows families not only to transfer significant...
Dec 17, 2019 | Asset Protection Planning, Estate Planning
According to the Pew Research Center, in 2017, there were 44.4 million foreign-born people living in the United States, 55% of whom were non-citizens. As a result, there are many occasions when a non-citizen may be the beneficiary of the estate of a U.S. citizen, for...
Jan 18, 2019 | Asset Protection Planning, Business Law Blog, Estate Planning
Hiring an estate planner is an important decision as you are seeking advice on how to protect your loved ones once you are gone. For this reason, it is critical to hire an attorney with good knowledge of estate planning and how to use the tools available to create the...
Dec 18, 2018 | Asset Protection Planning, Business Law Blog, Estate Planning
Inter-generational estate planning is important. This type of planning is about more than just helping one generation build as much wealth as possible. These plans help prepare heirs to both manage and preserve those assets into the future for long-lasting enjoyment....
Dec 11, 2018 | Asset Protection Planning, Business Law Blog, Estate Planning
2019 is fast approaching. As we all prepare for the holidays and a new year, it is important that we wrap up any loose strings. Before entering into the new year, here are some things that need to be on your end of year checklist: 1. Make Sure Your Estate Planning...
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...
