An estate plan without asset protection can mean the loss of millions for large estates. Our blog posts explore common ways people with high net worth can lose assets, and offer tips to protect real estate holdings, investments, and other assets from divorce and legal actions.
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An Overview of Gift TaxationTransferring assets, cash or property, without receiving anything of equal value is subject to gift tax.
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Here Are Some Reasons Why You Shouldn’t Add Your Child’s Name to Your Bank AccountIt can be handy to have another party keep track of bills when you're sick or away, but adding the name of a child to your bank account may be more hassle than benefit.
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The SSI and SSDI Qualification ProcessIt's very likely that you would be eligible for free health insurance and monthly benefits if you couldn't work due to a severe medical condition.
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Treatment of Alzheimer’s Disease With Aduhelm MedicationAn estimated 6 million Americans suffer from Alzheimer's Disease (AD), a progressive and debilitating dementia that is accompanied by anxiety.
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PROP 19 ALERT: Act Now to Preserve Your Home's Low Property Taxes for Your ChildrenProp 19 effectively ends the parent-child exclusion from property tax reassessment on inheritance of a parent's principal residence after February 15, 2021.
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The Truth About Asset Protection and Estate PlanningA foundational estate plan is not enough to protect against lawsuits and creditors. By the time you have a problem, it may be too late to protect your assets.
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Trustees of a Trust: Mistakes to AvoidIf you’ve been appointed a trustee of a trust, there are common mistakes to avoid, so you don’t face liability for trust losses.
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Learn Which Special Needs Trust Is Right for YouYou may need a way to provide for a special needs child without jeopardizing his SS disability benefits. Learn how to do this with a special needs trust.
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Don’t Make These Costly Asset Protection Planning ErrorsIf you own a business, you may owe creditors in the future and need an asset protection plan. Learn which mistakes to avoid when making your plan.