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…
Category: Articles
The 2020 SECURE Act and the Three Money Models to Help You Work Around It
Show Notes This episode is a legal update with a higher view of planning, necessary philosophies of wealth planning to help you make the appropriate…
Life, Death and the Law as Expressed on Youtube
I posted a video on Youtube on the subject of a Living Will. I have a lot to say about naming an Advanced Medical Directive…