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Recent Posts in Estate Planning Category

Asset Protection Tips

Asset Protection is the process of legally and ethically protecting assets from the threat of future/potential creditors. Each State has their own Asset Protection laws and nuances, however, the ...
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How Walt Disney Used Land Trusts to Purchase and Build Disney World

Walt Disney is one of the most well-known cases where a high net worth individual used Land Trusts to obtain an upper hand in expanding their empire. Unknown to most people, Disney Land (in Anaheim, ...
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Advantages and Disadvantages of the Land Trust

While Land Trusts are not the only strategy for creating privacy with regard to the ownership of Real Estate, it is important to understand all of the advantages and disadvantages of owning Real ...
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Overview of Land Trusts

A Land Trust is a way to hold Real Estate in such a manner where the owners of the Real Estate can remain private to the Public. This is the case because the only individuals listed in the Public ...
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What are digital assets?

As the use of technology continues to grow, businesses rely more and more on organizing, storing, and processing information digitally. It has become so second nature that we may not even be aware of ...
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How should you protectively title autos and other vehicles?

When you think of your automobile, golf cart, boat, plane or other adult toys they are not usually your most valuable assets. With many clients we see these assets left un-protected or even worse ...
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How Powerful is the Homestead Protection?

Homestead exemptions can be a great tool for Asset Protection, depending on the state in which you live. The homestead exemption helps protect your home from creditors. Homestead laws apply only to ...
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Don't Let Your Children Lose Their Inheritance!

Why do parents spend their lifetime scrimping, saving, and sheltering their wealth, only to leave their fortune to their kids who spend or lose it with their own lawsuits, bankruptcy, divorces, and so ...
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Integrate Asset Protection with Your Other Financial Goals

Asset Protection is just one of your many financial goals. Most people have Estate Planning, tax, and investment goals as well. The best planning creatively combines Asset Protection with other ...
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When is it time to update your Estate Plan?

The new year is the perfect time to start thinking about a meeting with your Estate Planning Attorney. It’s a good habit to review your documents every year. If you have experienced any major ...
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Disinheriting a Family Member in Your Estate Plan

Estate Planning often involves the process of ensuring an individual’s family is taken care of in the event of incapacity or death, as well as determining who will receive an inheritance. ...
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At what age should I create my first will?

In the United States, any person over the age of 18 is entitled to create a Will. Legal age varies by state, and some even allow minors to create Wills at the ages of 14 or 16. Without a Will, state ...
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The Dangers of DIY Estate Planning

While it’s true that there are some really good companies with fill-in-the-blank templates online, more often than not a DIY Estate Plan can be riddled with error. Instructions for ...
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What can happen if my Will is not created properly?

A Last Will and Testament is a document that states how your probate assets will be distributed at your death, who will act as the personal representative (executor) and who will be guardians of your ...
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When should I have my Estate Plan reviewed?

An Estate Plan should be reviewed after any life change. Marriage, divorce, the birth of a child, illness, a change of financial situation, and moving to another state all constitute life changes. Any ...
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What does it mean to 'die intestate'?

When a person passes without a will, they are said to die intestate. In these instances, their probate assets will be distributed to their heirs in accordance with the state’s intestacy laws. ...
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Estate Planning Considerations for Couples: Religious vs. Civil Marriages

The first consideration in Estate Planning for couples is marriage. In the following article, we’ll define what a “couple” is, as well as the two marriage options. What constitutes a ...
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What do I do if I can't find my Original Revocable Living Trust Agreement but I still have the Copy?

That is a great question! Many people face this issue and don’t know what to do. It is extremely important to contact a knowledgeable Estate Planning Attorney if you happen to experience this ...
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