real-estate-planning

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?

Avoid the Fight for the Family Cottage

Avoid the Fight for the Family Cottage

Oftentimes, the idea of "estate planning" can seem overwhelming. However, estate planning at its most basic level is simply making decisions about who should receive your assets when you die and creating a plan that efficiently transfers ownership of the assets at the time of your death to your intended beneficiaries.

Estate Planning for People Who Don't Have Families

Estate Planning for People Who Don’t Have Families

A growing number of older people don't have a spouse, children or other close relatives. One of the biggest concerns for people in such a situation is how to prepare in case they become disabled or incapacitated.

Should You Tell Your Children About Your Estate Planning?

Should You Tell Your Children About Your Estate Planning?

Often, one of the hardest decisions people make in the estate planning process is how much (and when) to tell their children or other heirs about their plans. 

Life Insurance As Part of Your Estate Plan

Life Insurance as Part of Your Estate Plan

Even if you have a relatively modest estate, life insurance can be an important part of your estate planning for the obvious reason that it can substantially increase the estate’s value. In the case where there’s a premature death and a young family is in need of support, life insurance may be the primary means for that family's financial survival.

Life Happens

Life Happens Life insurance has evolved to keep up with changing consumer demands

The following guest blog is written by Ted Kotsakis, Chief Executive Officer of PLUS Financial Network. He has been in the insurance business since 1985 and has held managerial positions with Prudential and AIG Life prior to creating PLUS Financial Network.

How to Avoid Common Trust Mistakes

How to Avoid Common Trust Mistakes

A trust is oftentimes the foundation of a solid estate plan. It is important to remember that you just can't 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 the trust document and its terms. Not doing so can sometimes lead to unintended results.