Asset Protection

CATAGORIES

What You Must Know about Your Right to Your Spouse’s Retirement Benefits

If you’re part of a blended family (meaning you are married with children from a prior marriage in the mix), you’re no stranger to the...

How to Talk Money with Your Family Over the Holidays

The holidays are right around the corner, which means more time to gather with family and relatives than any other time of the year. If...

Can You Rely on Legal Insurance for Your Estate Plan?

As the need for affordable legal services becomes even more important in today’s world, it's common to opt for group legal insurance...

10 Life Events That Signal it’s Time to Review Your Estate Plan - Part 1

Maybe you thought that creating a Will or Trust is something you can do once and then your family and assets are protected forever after....

Revocable Living Trust or Irrevocable Trust: Which One Is Right For You?

You’ve probably heard you need a trust to keep your family out of court and maybe out of conflict in the event of your death or...

How Will a Recession Affect Your Family?

As you’ve surely heard by now, we’re in the midst of great economic shifts. The collapse of the crypto market, the roller coaster that is...

TRUSTS & TAXES: WHAT YOU NEED TO KNOW

People often come to us curious — or confused — about the role trusts play in saving on taxes. Given how frequently this issue comes up,...