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...
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...
