Posts in Estate Planning

Apr 26 The Importance of Formalizing your Wishes

Much of our life is spent reacting to a variety of both expected and unexpected circumstances. Many of these situations can be ...

Jan 04 LAND TRUSTS - PART 2

THE ADVANTAGES AND DISADVANTAGES OF LAND TRUSTS While land trusts are not the only strategy for creating privacy with regard to ...

Dec 21 Land Trusts - Part 1

The Disney Case Walt Disney is one of the most well-known cases where a high net worth individual used Land Trusts to obtain an ...

Sep 28 Charitable Planning

In putting together your will, decisions relative to how you're going to divide your assets can be difficult. You may want to be ...

Sep 14 Avoid Ruining Your Retirement

Believe it or not, you may be the biggest threat to a comfortable retirement. Below are several ways in which you can ruin your ...

Aug 17 The Four Pieces of Wisdom You Need to Protect Your Wealth

Money and how to protect it can be a challenging (but essential) topic to talk about. Cultivating financial knowledge at an early ...