asset-protection

How to Avoid Common Trust Mistakes

How to Avoid Common Trust Mistakes

Trusts can be the linchpin of a solid estate plan. It is important to remember that you can't just set up a trust and forget about it. It is a good idea to periodically review how your trust is working to make sure you and your family are getting the full benefit of it. Not doing so can be costly and may cause unintended consequences with respect to one's estate plan.

New Laws May Clarify Estate Planning for Online Assets

New Laws May Clarify Estate Planning for Online Assets

Including online assets within your estate plan is a new thing, and the legal rules aren’t always entirely clear. But a number of states are now considering laws that will make things easier.

Why Law Matters to Your Business

Why Law Matters to Your Business

Law takes care of the creativity, structure and relationships that make your business healthy and vibrant. The legal tools that do this are things like contracts and copyright/trademark laws. That’s a pretty compelling “why.”

Asset Protection Is for Everyone

Asset Protection Is for Everyone

When people hear the words “asset protection,” they think of rich individuals with offshore accounts and tax havens. However, in reality, asset protection is for everyone. Using a series of basic techniques, individuals can increase the odds that the wealth they’ve accumulated stays with them and their heirs and not someone else.

Legal Issues to Consider When Parents Are Living with Their Adult Children

When Parents Are Living with Their Adult Children

Did you know that almost 20 percent of the U.S. population, or more than 55 million Americans, are living in households with two adult generations?

Approach Year-End Giving with the Following in Mind

Approach Year-End Giving with the Following in Mind

As we approach the end of the year, I often get renewed questions from individuals asking about the rules concerning gifts, taxes and related matters. The following are some important factors to keep in mind as you consider making gifts to family members, charities and other beneficiaries: