Latest Blog Posts

3 Critical Keys to Keeping Your Assets Safe for Your Family

Posted on: July 2nd, 2015
Whether you are a physician or not, you probably know that the practice of medicine is a profession fraught with liability . . . Unfortunately, in our litigious society, these liability risks are not unique to physicians. Business owners, board members, real estate investors, and retirees need to protect themselves from a variety of liabilities too. ...

Is a Revocable Living Trust Right for You?

Posted on: June 5th, 2015
Revocable Living Trusts have become the basic building block of estate plans for people of all ages, personal backgrounds, and financial situations. But for some, a Revocable Living Trust may not be necessary to achieve their estate planning goals or may even be detrimental to achieving those goals. ...

Warning: 5 Things That Can Go Wrong with Pay on Death ("POD") Accounts!

Posted on: May 27th, 2015
POD accounts sound great, don’t they? In general, POD accounts are easy to set up and make sense for many people. But what can go wrong with them?...

Caution: Writing Your Own Deed to Avoid Probate Can Lead to Unintended Consequences

Posted on: May 21st, 2015
Many people believe that they do not need to pay an attorney to help them prepare and record deeds. Instead, they think that a deed form can simply be downloaded from the internet or obtained from a book, and that they can easily fill them out and record them....

Does Your Estate Plan Protect Your Adult Beneficiaries?

Posted on: May 13th, 2015
If you think you only need to create discretionary lifetime trusts for young beneficiaries, problem beneficiaries, or financially inexperienced beneficiaries, then think again....

How to Easily Integrate Asset Protection Trusts into Your Estate Plan

Posted on: May 5th, 2015
Asset protection has become a common goal of estate planning. Asset protection trusts come in many different forms and can be used to protect property for your use and benefit as well as for the use and benefit of your family. ...
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