As you go through the process of planning your estate, you will need to designate beneficiaries...
Articles
What Do I Need to Know About Writing a Will?
Jul 15, 2019 | Asset Protection, Estate Planning, Financial Management, Writing a Will
Writing a will is one of the most critical ways you can protect your loved ones and your assets...
The Benefits of Naming a Professional Trustee
Jul 9, 2019 | Asset Protection, Estate Planning, Financial Management
If you have a trust as part of your estate plan, it’s likely you’ve named yourself as the current...
What to Look For in an Estate Planning Attorney
Jun 25, 2019 | Asset Protection, Estate Planning
Whether you consider your estate basic, simple, complex, small or large, an estate planning...
What to Consider When Including Funeral Wishes in an Estate Plan
Jun 13, 2019 | Asset Protection, Estate Planning, Financial Management
While organizing your own funeral might not exactly be a task you take on with great enthusiasm,...
Talk to Your Senior Relatives About These Common Financial Scams
Jan 10, 2019 | Asset Protection, Elder Care, Financial Management
Financial scams targeting senior citizens have become unfortunately common, because they target a...
Aretha Franklin’s Death Highlights Importance of Creating an Estate Plan
Sep 20, 2018 | Asset Protection, Estate Planning
Aretha Franklin, the legendary Queen of Soul known for songs such as “I Will Survive” and...
What Does An Effective Asset Protection Plan Look Like?
Sep 12, 2018 | Asset Protection
If you’re at the point in your life where you’re focused on asset protection, you’ve likely spent...