What is a Trust?
The trust is the primary tool used to build asset protection and estate transfer plans. A legal construct dating back centuries and well-established …
Category: Articles
What are the next steps when you have been nominated as a Trustee?
Most people have little experience dealing with what happens after their loved one dies and they have been named as the successor Trustee who will be in charge…
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. …
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…
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…