The Value of Organizing Your Important Documents

Michael Kling  |  July 17, 2019

As we like to say, a great value of estate planning is “giving you the peace of mind you deserve.” Knowing your estate is set up to protect you and your loved ones at a difficult and vulnerable time should give you that peace. Keeping and organizing the information you ga...

Continue Reading
Red arrow and padlock

Keeping the Protections of an Asset Protection Trust

Michael Kling  |  June 16, 2019

If you are in the fortunate position to have, or to be considered, an asset protection trust, a new court case from Texas identifies the importance of respecting trust conventions if you want to keep the protections of an asset protection trust.


Continue Reading
Shop owner standing in doorway

Plan for Your Business, Too

Michael Kling  |  May 15, 2019

If you have read our articles before, you know we believe in what we do. Although you might see it as a bit boring, helping people plan what happens to their estates is incredibly rewarding. In our view, planning and making decisions about your future will give you peace ...

Continue Reading
dominoes falling on a model house

Defending Your Estate Plan

Michael Kling  |  April 16, 2019

Fighting over trust terms or inheritance is divisive and expensive. Family members become enemies, and wealth that might have been passed on goes instead toward attorneys’ fees. In most cases, avoiding future disputes is a significant reason the settlor (the person settin...

Continue Reading
Estate planning cloud tag

What a Living Trust Can Do for You

Michael Kling  |  March 14, 2019

Most people have heard about trusts and probably know they come from the estate planning arena. The details of why to have one and what they do, however, are often unclear. Here are a few points to clarify what trusts do and how you can benefit from having a trust.


Continue Reading