Trusts

Lifetime Asset Protection Trusts: Airtight Asset Protection For Your Child’s Inheritance—Part 2
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Lifetime Asset Protection Trusts: Airtight Asset Protection For Your Child’s Inheritance—Part 2
Lifetime Asset Protection Trusts: Airtight Asset Protection For Your Child’s Inheritance—Part 2

In the first part of this series, we discussed a unique planning tool known as a Lifetime Asset Protection Trust….

Getting Legal Documents Signed During COVID — Another Reason to Not Do It Alone
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Getting Legal Documents Signed During COVID — Another Reason to Not Do It Alone
Getting Legal Documents Signed During COVID — Another Reason to Not Do It Alone

WILLS, TRUSTS, HEALTH CARE directives, POWERS OF ATTORNEY, and LEGAL GUARDIAN nominations are on many of our hearts and minds…

4 Things Trusts Can Do That Wills Can’t
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4 Things Trusts Can Do That Wills Can’t
4 Things Trusts Can Do That Wills Can’t

Both WILLS and TRUSTS are estate planning documents that can be used to pass your WEALTH and PROPERTY to your…

Appoint a Guardian to Keep Your Kids In Safe Hands At All Times
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Appoint a Guardian to Keep Your Kids In Safe Hands At All Times
Appoint a Guardian to Keep Your Kids In Safe Hands At All Times

Probably every parent who has watched the news lately has felt the heartbreak over what’s happening to immigrant families at…

Create a Special Needs Trust to Protect the Financial Future of Your Child with Special Needs
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Create a Special Needs Trust to Protect the Financial Future of Your Child with Special Needs
Create a Special Needs Trust to Protect the Financial Future of Your Child with Special Needs

It always surprises me to hear parents who have a child with special needs tell me that they were not…