Asset Protection – Can You Protect from Creditors with Trusts?
November 15, 2024
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Learn how trusts can protect your heirs’ inheritance from creditors and safeguard your family’s financial future.
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Have a Trust or Use Payable-On-Death Account to Pass Wealth?
November 7, 2024
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Is naming a beneficiary for a nonretirement, ‘payable on death’ account as effective as putting the account in a living trust?
What’s the Difference Between an Heir and a Beneficiary?
October 18, 2024
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Learn the crucial differences between heirs and beneficiaries to ensure that your estate is passed down according to your wishes.
What’s an LLC and Why Create One for Your Business?
September 12, 2024
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Discover the benefits of forming an LLC for your business, including liability protection, tax advantages, and flexible management options.
Death Certificate and the Passing of a Loved One
August 23, 2024
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Obtaining a death certificate is crucial after the death of a loved one. It’s a necessary step toward settling their affairs and handling the probate process.
How to Name a Beneficiary
August 8, 2024
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Naming a beneficiary is a crucial step in estate planning. It promotes your wishes after you’re gone, streamlines inheritance, and spares your loved ones undue stress.
Elvis Presley’s Estate Planning Mistakes: Lessons for Us All
June 18, 2024
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Learn from Elvis Presley’s estate planning mistakes and see how a comprehensive plan can help protect your family’s legacy and minimize future conflicts.
Wendy Williams’ Guardianship
April 16, 2024
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In 2022, the 59-year-old was placed under temporary financial guardianship after her bank, Wells Fargo, claimed in a New York court that she was an ‘incapacitated person’ and the ‘victim of undue influence and financial exploitation,’ according to The Hollywood Reporter.
Beach Boy Brian Wilson’s Story (and how to avoid conservatorship)
March 20, 2024
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The story of musician and co-founder of the Beach Boys, Brian Wilson, and the need for his family to file for conservatorship is a reminder of the importance of early estate planning.
A Will Alone Does Not Avoid Probate: Explanation and FAQs
March 10, 2024
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Learn the critical reasons why a will alone is insufficient for a comprehensive estate plan, and why incorporating trusts, beneficiary designations and incapacity planning is essential to ensure a seamless and protected transfer of your assets to your loved ones.
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