real-estate-planning

Do-It-Yourself Will Leads to an Unfortunate Result

Do-It-Yourself Will

I wanted to share yet another example of how people try and create their own wills using a form taken from a book or the Internet, and wind up shooting themselves in the foot.

Key Elements of a Family Business Succession Plan

Key Elements of a Family Business Succession Plan

A family business succession plan is a multifaceted plan. When done correctly, a succession plan for the family business addresses various key issues in the business as well as at a personal level.

Key Elements of a Family Business Succession Plan

A family business succession plan is a multifaceted plan. When done correctly, a succession plan for the family business addresses various key issues in the business as well as at a personal level.

There are a number of critical elements you need to consider for any business plan. The following are six key areas your family business succession plan needs to address.

Will Meets the Web - Estate Planning for Digital Assets

Will Meets the Web – Estate Planning for Digital Assets

Will Meets the Web – Estate Planning for Digital Assets

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.

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?