The Value of Organizing Your Important Documents

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 gather in preparing your estate […]

Keeping the Protections of an Asset Protection Trust

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. In this recently decided case, a lucky couple and their children were named […]

Plan for Your Business, Too

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 of mind – we call it […]

Defending Your Estate Plan

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 setting up a trust) completed his/her estate plan in the first place. What can […]

What a Living Trust Can Do for You

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. A living trust is created […]