The Legal Documents You Need in 8 Minutes
Legal documents help you grow and protect your wealth, establish family decision-making, and successfully transfer your property to the next generatio…
Introduction to Estate Planning
The objective of estate planning is to efficiently transfer assets to predetermined heirs when the asset owner dies. This article will define the ter…
Family as a Wealth Collaborative
Many with wealth keep its existence in secrecy, cloaking it even from family. At the same time, parents expect their children to take over in the eve…
The Value Proposition and Mechanics of a Spousal Protection Trust
In old age, high unreimbursed medical care costs, especially those for long-term care, threatens the retirement wealth of many. You do not know if you…
How to Choose a Trustee for Your Estate
A trustee is a person or institution tasked with holding and managing property on behalf of a beneficiary. When setting up a trust, it's important to …
How to Guarantee Income with Rental Properties
An investment is a lump sum deposit in exchange for income in the future. A business differs from investment because a business generates immediate in…
Why I gave Infinite Banking the Thumbs Up
Infinite Banking refers to a method of cash management using a carefully designed whole life insurance policy. A whole life policy distributes cash to…
Lawyer to lawyer with Ann-Marie Murzin on the history of probate law, the current Supreme Court, and an important legal document for all business owners
Darol chats with Anne-Marie Murzin, a personal and business planning attorney with the Virginia law firm General Counsel, PC., about the history of Pr…
Answers To Common Questions About Asset Protection Planning
If you had lingering questions about probate, living trusts, Spousal Protection Trusts, and Medicaid liens, this is the episode for you. In particula…
When to use a TOD transfer and how it can screw up everything
Estate planning overemphasizes the transfer of asset title to a qualified heir when the asset owner has died. There are three ways in which property t…