Why You Need a Trust: Ensuring Comprehensive Asset Protection and Management
Trust-based estate plans provide comprehensive asset protection and management, allowing individuals to transfer assets to a trust, managed by a trust…
How to Hold and Protect Business and Income Producing Property: the LLC and its Framework
An overview of the limited liability company (LLC) and its usefulness in retirement to protect income producing property.
Safeguarding Your Legacy with Trust Protectors: The Unsung Heroes of Estate Planning
Blended families face distinct estate planning challenges.
Navigating Estate Planning as a Snowbird: State-specific laws and asset distribution are crucial for snowbirds
Planning for the future is crucial, especially for retirees who split their time between states. As "snowbirds" accustomed to living in dual states, y…
The Versatile Lady Bird Deed: Estate Planning Strategies
Navigating the complexities of estate planning can be daunting, but understanding the tools available to you can make all the difference. One such too…
A Simple Way to Deal with Your State’s Death Tax
State-specific estate taxation, its features, and the problem of portability are topics explored in this summary the tax, credits, deductions, and str…
How Death Works
No baloney description of what the days after your death could look like and terse summary of revocable and irrevocable trusts, difference between tru…
Generational Family Wealth Building Model and its Profiles
Learn about the Money Model Generational Wealth and How it Works.
The Asset Protection Model and its Profiles
Asset protection is the second of three Money Models. Learn about the profiles associated with this Model.
The Estate Transfer Model and its Profiles In Action
One of three money models, this article breaks down the Estate Transfer model and profiles withing.