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Using Asset Protection Trusts In Estate Plannings

With the estate tax credit so high, protecting assets against loss to creditors and predators or in divorce or bankruptcy has become a common goal of estate planning.  Do you want to leave an inheritance outright to a child or grandchild in this risky age of high divorce rates, lawsuits, and bankruptcies?  An outright inheritance Read More

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Incapacity Planning Video On YouTube

Please watch my new webinar.  

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Incapacity Questions

Q: What does “disabled” or “incapacitated” mean? A: In the estate planning world, the term “disabled” or “incapacitated” refers to an individual’s inability to manage day-to-day business affairs such as managing and protecting assets, signing papers, paying bills, and filing taxes. “Disability” or “incapacity” doesn’t mean you’re physically unable to move such as being laid Read More

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10 Types of Trusts: A Quick Look

Considering the myriad of trusts available, creating an estate plan that works can seem daunting.  However, that’s what I, as an estate planning attorney, do every day. I know the laws and will design a plan which addresses your specific situation. Here’s a look at the basics of ten common trusts to provide a general Read More

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What To Do When a Disability Throws Your Estate Plan Into Chaos

As the poet Robert Burns mused centuries ago, “The best-laid plans of mice and men often go awry.”  Despite thoughtful effort and a concerted strategy, you cannot prepare for every emergency.  A car accident, sudden illness, workplace injury or a chronic medical condition can force you to re-evaluate the core assumptions you used to plan Read More

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3 Tips for Overwhelmed Executors

While it is an honor to be named as an executor of a will or estate, it can also be a sobering and daunting responsibility. Being an executor (sometimes called a personal representative) requires a high level of organization, foresight, and attention to detail to meet responsibilities and ensure that all beneficiaries receive the assets Read More

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Time to Amend or Restate Your Trust?

An out-of-date Revocable Living Trust might cost your loved ones valuable time and money. It may potentially: Ignite a family feud. Cause an increase in income taxes, estate taxes, or both. Force loved ones into court. Delay how long it takes beneficiaries (including your spouse) to receive their inheritance. Increase the fees and costs associated Read More

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Do you really need a trust?

Although many people equate “estate planning” with having a will, there are many advantages to having a trust rather than a will as the centerpiece of your estate plan. While there are other estate planning tools (such as joint tenancy, transfer on death, beneficiary designations, to name a few), only a trust provides comprehensive management Read More

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5 Reasons to Protect Your Retirement Accounts Now

During your lifetime, your retirement account has asset protection, but as soon as you pass that account to a loved one, that protection evaporates. This means one lawsuit and POOF! Your life long, hard earned savings could be gone. Fortunately, there is an answer.  A special trust called a “Standalone Retirement Trust” (SRT) can protect Read More

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How Your Divorce Affects Estate Plans

After all the turmoil of a divorce, the last thing you probably want to hear, is a recommendation to schedule yet more meetings with an attorney. But because you have just gone through a major life change, it is essential that you meet with an estate planning attorney. Here are some of the reasons why. Read More

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