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Articles

Lessons from the Jeffrey Epstein Estate: Creditors First

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A significant legal battle could hold more information for others approaching the estate planning process. The last will and testament of Jeffery Epstein was dated August 8th, just a couple of days before he was found dead in his jail cell.  Over $577 million in total assets, including collectibles and fine arts are expected to […]

Can You Simplify Managing Your Loved One’s Estate?

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We all know in the back of our minds that at some point in our lives we might have to sort through a loved one’s estate. And yet there’s no way to prepare for the emotional onslaught that you might experience in dealing with grief. That process can be overwhelming and can make it that […]

Asset Protection for the Entrepreneur

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Many well-known career fields are often associated with important asset protection planning. From lawyers to doctors and others with substantial wealth, it’s important to think about how asset protection planning should expand into the world of entrepreneurship.  It’s never been easier to start and scale a business. Every day there are new stories of people […]

America’s “Forgotten Middle” in Long Term Care Planning

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The baby boomer generation is bringing to light some of the most common challenges with long-term care and future planning. Since it’s expected that many people passing their retirement age might have to continue to work for financial reasons and then also need some form of health support like a nursing home or assisted living, […]

What Can I Put in a Trust?

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Not all assets belong in a trust, and knowing the difference can help you make the right choice for your assets. The easiest way to figure out whether or not a trust can help you is to sit down with your lawyer and make a list of all the assets you own.  There are several […]

Are You Holding Your Estate Cards Close to Your Chest?

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Planning ahead for potential incapacitation, Medicaid use, and estate planning all feel inherently personal. In fact, they hit so close to home that plenty of people never even begin the process of estate planning.  But for those who do, the planning is often the first and last step they take. A study recently found that […]

Have You Made These Mistakes in Your Financial Powers of Attorney?

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A power of attorney document is instrumental in outlining who is eligible to step in and manage your finances if you become unable to do so. Unfortunately, far too many people make mistakes in the process of creating a financial power of attorney. While this document doesn’t need to be difficult or complicated to make, […]

Does A Pour-Over Will Really Offer Me Any Advantages?

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You might have heard the term pour-over will while discussing the possibility of a revocable living trust with your estate planning lawyer. A living trust is often used in conjunction with a pour-over will. The essence of how this works is that all property that passes through your will at the time of your death […]

Do You Know Where Your Estate Documents Are?

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Nearly half of all Americans have no estate plan at all, so you’re to be commended if you’re ahead of that curve. But once you’ve dotted all the I’s and crossed all the t’s, it’s time to make sure you’ve secured these documents so that you or a trusted advisor can access them in the […]

Study Shows That Women Have Different Goals When Planning Ahead For Their Future

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Whether you’re married, single, or remarried, you’ve got to have an eye towards your own future as a female. Estate planning, financial planning, and asset protection planning are all part of your retirement strategy and connect with how you’ll support yourself in your golden years.  Many women have to look decades beyond their retirement when […]

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