Blog

In the first part of this series, I discussed a unique planning tool known as a Lifetime Asset Protection Trust. I explained the benefits of these trusts in further detail. If you’re planning to leave your children an inheritance of any amount, you likely want to do everything you can to protect what you leave…

If you are a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the motivating factors driving your life’s work. But without taking the proper precautions, the wealth you pass on is at serious risk of being accidentally lost or squandered. In some instances, an inheritance…

Many of us are too afraid of death to carefully consider what happens to our bodies after we die. Unfortunately, failing to plan for that event can leave your wishes unattended to and your family grief struck and unsure how to honor your wishes. And the larger truth is that facing your death proactively creates…

Watching your children leave home to attend college or start their career can be an emotional time for you as a parent. On one hand, moving out on their own is a major accomplishment that should make you proud. On the other hand, having them leave the nest and face the world can also induce…