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Inheritance Through a Trust: a Must
Estate Planning Blog, Inheritance, TrustsYou bring your children into the world with love. You raise them with love. If you’re going all the way as a parent, you also create an estate plan to safely pass on your legacy of love as well as your assets. But does your plan simply leave your assets outright, so they pass directly […]
The Last Important Gift to Give Your Family
Estate Planning Blog, Gifting, Legacy PlanningAs hard as it is for all of us to “plan” for our deaths, doing so is actually one of the best things you can do for your family. Adding to their grief and pain by giving them no clue as to where to find your personal and business paperwork should not be a memory […]
Robin Williams: A Lesson in Deeds, Not Words + One Error in Planning
Asset Protection, Estate Planning, Estate Planning BlogOne of the most eloquent responses to Robin Williams’ death came from his best friend Billy Crystal, who posted on Twitter simply: “No words.” When someone close to us dies — especially in a sudden and tragic way — the grief is so deep that we truly don’t have words to describe it. And while […]
How to Protect Your Real Estate Assets
Asset Protection, Estate Planning BlogIf you own real estate, chances are you have purchased insurance to protect the property against damage or loss. But have you taken the necessary steps to protect your assets against lawsuits or probate? If you own rental properties, there is likely a nagging fear in the back of your mind about being sued by […]
If You Don’t Trust Your Kids with Money, You Need a Trust
Estate Planning Blog, TrustsWhile most parents have the best intentions when it comes to teaching their children about handling finances wisely, sometimes the lessons don’t take. In addition to concerns about spendthrift behavior, some children experience substance abuse or have mental issues that make giving them access to wealth a problem. This is where a trust can be […]
Casey Kasem’s Estate Planning Not in Anyone’s Top 40
Blended Family, Estate Planning, Estate Planning Blog, Wills vs. TrustsCasey Kasem, the celebrity radio host who counted down America’s Top 40 popular songs for decades, died on June 15 at the age of 82 and left behind an estimated $80 million fortune. He also left a family feud of biblical proportions between his surviving spouse and his three children from a prior marriage. And […]