When you are planning your estate you must inventory your assets. Clearly, you want to know exactly what you have to give to your loved ones, but there is an additional motivation. You should be aware …
Insurance
Life Insurance Proceeds, Taxes, & Probate
The proceeds from life insurance policies can make a big difference for the loved ones that you will be leaving behind. There are some tax questions that arise around life insurance proceeds, and we …
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Who Should Know About Your Life Insurance Policies?
When you are planning your estate you should consider practical details on a human level. You are going to be in possession of a number of very important and relevant documents. Access to these …
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The Dynasty Trust as an Asset Protection Device
The dynasty trust carries on generation after generation, providing assets and avoiding federal transfer taxes for as long as the assets remain in trust. In addition, the assets in the dynasty trust …
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You Need Umbrella Liability Insurance NOW
You need umbrella liability insurance and you need it now. No kidding. If you are not properly insured, all of your estate planningand hard work is for nothing because your assets can be taken in a …
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