How to settle an estate
After an individual’s death, his or her assets will be gathered, business affairs settled, debts paid, necessary tax returns filed, and assets distributed as the…
Steps to Establish a Spousal Protection Trust, i.e., Supplemental Needs Trust
The Spousal Protection Trust can be found in the deceased spouse’s Last Will and Testament. The Spousal Protection Trust must be established in a probate. …
Steps to Take when Any Family Member Dies With Checklist
Death of a family member is difficult. This estate plan is meant to make things easier by giving family members who survive step by step…
When a loved one has died, ask these three questions
This guide is intended to assist the surviving spouse when the first spouse dies and/or surviving family members or beneficiaries when the second spouse dies. …
The Estate Planning Problem In Downton Abbey And How To Avoid It
Downton Abbey, the PBS show about a British estate in the early 1900s, opens with a complex but fascinating estate planning problem. The owner of the…
How to Create a Bullet-Proof Family Bank and Why
In this episode, we will be talking about ways to create the family bank, why it's important, the benefits and the job descriptions attached to the fa…
How the tax bill might become a law and how you can benefit from the tax code
Join Darol and special guest, Michelle Mendoza as they banter about the purpose of the new tax bill and ways to protect your retirement dollars by inv…
Asset Protection Checklist: the Trust that Every Couple Must Have to Protect Each Other
Asset protection law differs from estate planning in its trigger event, body of law, methods, and value propositions. Estate planning is simp[y estat…
What is Legal Disability and Why Does it Matter?
Are you or a loved one facing high medical costs? Is the illness persistent and consistent? Have you realized that typical health insurance is not…
What is a Trigger Event in a Contingent Asset Protection Plan?
You have heard of an estate plan. You may even have an estate plan. Whoopee! Estate plans are about estate transfer. That’s it. Estate transfer…