Latest Articles

The Benefits of an Asset Protection Plan

Sep 13, 2023

Asset protection plans can be looked at as a layer of insurance. If you lose your house and everythi...

Help Wanted: Daughter to Inherit Fortune

Feb 15, 2017

It is ordinarily assumed that wealthy people will leave the majority of their assets to their childr...

So You’re Getting Married Later-in-life

Mar 06, 2015

A rapidly growing number of Americans are choosing to wed later. If you are one of the many individu...

Estate Planning Faqs

Mar 03, 2015

Many people have some VERY wrong ideas about estate planning. And that’s understandable if you get...

Estate Planning And Cohabitation

Feb 27, 2015

While most Americans who live with a significant other are still getting married, many are choosing ...

Different Types Of Trusts

Feb 26, 2015

Trusts can be a bit confusing. Everyone knows the basics. Trusts are a legal entity managed by a tru...