Is Inheriting in a Trust a Must?

Why your children should inherit in a trust …. You lovingly bring your children into this world. You raise your children with love. You may even create a an estate plan to safely pass on your assets as well as a legacy of love. But does your plan simply leave...

Prepare Your Heirs to Receive, Protect and Grow Their Inheritance

A recent Forbes article indicated that a surprising 70% of an affluent family’s wealth is typically gone by the end of the second generation, and 90% is destroyed by the end of the third generation. When we think of vast family wealth, most of us know the name...

Asset Protection Strategies to Shield Your Real Estate

If you own real estate, there are a number of strategies you should consider to protect your assets. If you own real estate, chances are that you have purchased insurance to protect your assets against damage or loss.  Liability insurance should be your first line...