Latest Blog Posts

Asset Protection Trusts

Posted on: October 31st, 2012
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...

Planning Tip For Special Needs Beneficiaries

Posted on: October 31st, 2012
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...

What to Tell Your Children About Their Inheritance

Posted on: October 31st, 2012
Not many parents like to talk to their children about their wealth...

Long Term Care Planning

Posted on: October 31st, 2012
With people living longer due to advances in medicine and changes in lifestyle, odds are that most of us will become disabled...

4 Common Estate Planning Mistakes

Posted on: October 31st, 2012
Here are four more common mistakes in estate planning...
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