Blog & Latest News
Should You Own Your Timeshare in Your Trust?
Timeshares have come a long way since they first arrived in the real estate ...
You Inherited a Retirement Account: Now What?
For decades, common financial planning wisdom has encouraged almost all American workers to maximize ...
Can Dual Citizenship Ruin Your Estate Plan?
In early 2020, married actors Tom Hanks and Rita Wilson became honorary citizens of ...
May 2019
Business Insurance: Protecting Your Business from Unexpected Loss
As a small business owner, you have invested large amounts of time and money to ...
Revocable Trust vs. Irrevocable Trust: Which Is Best for You?
Trusts allow you to avoid probate, minimize taxes, provide organization, maintain control, and provide ...
How You Can Build an Estate Plan that Includes Asset Protection
Much of estate planning has to do with the way a person's assets will be ...
April 2019
What is the Difference Between an LLC and an LLP?
If you are starting a new business, the type of business entity you decide ...
Dealing with Negative Online Reviews of Your Business
You've worked hard to build your small business. Nothing is more frustrating than negative online ...
Does Your Estate Plan Protect Your Adult Beneficiaries?
If you think you only need to create discretionary lifetime trusts for young, troubled, or ...
What does a Discretionary Trust mean?
Sometimes giving assets outright to a beneficiary – such a child, a grandchild or a ...
March 2019
When is Probate Necessary?
When is Probate Necessary? Whether or not you have an estate plan in place, ...
