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

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

Asset protection planning is the process of organizing assets and property to safeguard and preserve them from loss or attack by creditors. Individuals may seek asset protection for a variety of reasons: Financial uncertainties from engaging in a business or … more

Ben Franklin once said that, “In this world, nothing is certain but death and taxes.” A major goal of estate planning is to minimize the effects of both on your assets. Putting together a successful estate plan with clearly defined … more

Forgetting loved ones’ names, important dates or events, and details of one’s earlier life are all hallmarks of Alzheimer’s disease.  Until recently, the scientific community generally accepted the idea that the disease destroys the process by which these memories are … more

Statistics show that more than 70% of people age 65 or older will need long-term care (LTC) sometime in their future, so you are certainly wise to plan ahead. There’s definitely a benefit for some people in purchasing long-term care … more

As you can imagine, no plan is 100% bullet proof. The key may be to a successful Asset Protection Limited Liability Company can be summarized by 15 key provisions which create an environment distasteful to a plaintiff seeking your assets. … more