The (not so) Magic Umbrella Policy I was recently contacted by a physician with seven figures in...
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The Serious Risks Of Self Settled Trusts
In a recent interview I did, I revealed how self settled trusts leave people’s assets exposed...
The 2 Strategies To Protect Assets For Real Estate Investors
Why Incorporate Your Real Estate? Real estate can be a good investment, but one that comes with a...
How Doctors Can Protect Their Financial Assets
In a recent interview I did, I revealed the main mistakes made by doctors when planning to...
Aging Is The Sign Of A Successful Life
Your aging is a success story. After all, when you think about the alternative to aging your...
Estate Trustee Fees—How Much & Who Gets Paid?
Probate is much maligned. To hear some folks talk, having your estate subject to probate is worse...
The 6 Most Common Mistakes Physicians Make Protecting Their...
You worked hard to get where you are! The thought of losing it all to a malpractice or accident...
13 Misconceptions About Nursing Homes And Your Assets
Knowing the truth about the following misconceptions could be highly beneficial and educating on...
The BIG Question If You’re A Successor Trustee… Do...
How to Determine if Your Family Can Handle Settling Your Trust Many people believe that if they...
Top 7 Asset Protection Misconceptions For Physicians
The purpose of this article is to debunk some of the commonly held myths about asset protection and...
What Parents Of Children With Disabilities Should Know
Some major things to know when estate planning with a disabled child… Do you have a will or...
Witnessed Wills
The most common type of will is a witnessed will. Usually they are typewritten, but they can also...