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...

Newly Single? Financial Self-Protection Tips

If you have a lost a partner or spouse whether through divorce or death, being newly single can be not only an emotionally painful experience, but a financially difficult experience as well. Below are 5 self-protection steps you can take to get back on track...

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...

Consider Your Estate Plan Before You Travel

Thinking of traveling?  One thing that is probably not on your travel to-do list is estate planning, but it should be so you can travel with peace of mind. Here are some tips to pack away your worries before you board that flight: Complete your estate plan.  If you’ve...