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Asset Protection

Revocable Living Trust can Help with Planning for Incapacity

While physical disabilities may not impact a client’s ability to manage their own assets, mental illnesses and age-related cognitive impairment can eventually lead to incapacitation and the inability to manage their own assets. Read more

How Does a Premarital Agreement Work

What’s a premarital agreement, how does it work, and what does Costner’s wife, Christine Baumgartner, stand to lose if she challenges theirs? Read more

How can Families Minimize or Avoid Estate Taxes

An unprecedented rush to relinquish wealth is underway, and it isn’t just for billionaires. Read more

How Does an Inheritance Trust Work

Inheritance trusts take on critical importance in wealth management, particularly for multi-generational families. Read more

Trusts Make Sense for All Tax Brackets

There are many reasons, however, to incorporate asset protection trusts into even the simplest estate plan–especially in the context of passing assets to children and grandchildren. Read more

Married Couples can Use Estate Tax Exemptions

A primary goal of most married couples when contemplating basic estate planning documents is to ensure that the surviving spouse, and commonly, the couple’s children and grandchildren, are supported financially. Read more

Reasons for Using a Trust

When you think of a trust, you may have visions of contentious family gatherings in an attorney’s office after the death of a patriarch or matriarch. Read more

There are some significant benefits of creating a living trust. Read more

Home in a Trust

When you purchase and own a home, your name is on the title to the property, indicating ownership. However, you can transfer ownership of your residence to another person or entity in the form of a real estate trust. Read more

Many families discover that trying to mitigate the cost of long-term care can conflict with another common retirement concern—reducing taxes for retirees and their heirs. Read more