October 2012 Posts

  • What to Tell Your Children About Their Inheritance

    Not many parents like to talk to their children about their wealth...
  • 4 Common Estate Planning Mistakes

    Here are four more common mistakes in estate planning...
  • Long Term Care Planning

    With people living longer due to advances in medicine and changes in lifestyle, odds are that most of us will become disabled...
  • Planning Tip For Special Needs Beneficiaries

    Many parents think a sibling would be the best trustee, but this is rarely a good idea. Most individuals are just not prepared to handle the responsibilities...
  • Asset Protection Trusts

    With a domestic self-settled asset protection trust, you irrevocably transfer assets to the trust and name yourself as a beneficiary to receive distributions within the discretion of an independent trustee...