Four Things a Living Trust Does Not Do

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24th Jun 2016

There tends to be quite a bit of confusion regarding Trusts, and what they actually do.  There are many benefits to a Revocable Living Trust, but here are four things that it does not do. It does not control medical … more

6 Steps For Estate Planning

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14th Jun 2016

Having an estate plan is essential to meet your financial goals and to provide and protect your loved ones after you have passed.  There are 6 essential steps for setting up your estate plan. Create an inventory of what you … more

Asset Protection Checklist: 7 Tips to Get it Right

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16th May 2016

Do you need an asset protection plan? If you have any risk of a claim or a thriving business attached to your name, it’s probably a good idea. Use this checklist to get it right. Plan Before the Claim Occurs … more

Estate Planning for Special Assets

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25th Apr 2016

There are often particular assets in one’s estate which may require special consideration either due to its nature, value, or significance.  Consider some types of special assets and how they might be handled. Businesses that require a license or special … more