Menu
» Asset Protection
Estate Planning for Your Works of Art
October 12th, 2015
Art investors are nearly always advised not to invest in art at all, but to collect it. Buy what you like, the conventional wisdom goes, not what you expect to increase in value. But collectors still must contemplate financial matters, especially rel…
Read More
Read More
Is the Family Business a Part of Your Estate Plan?
October 2nd, 2015
Family business contributes to over 70 percent of global productions, but owners of them don't update their estate planning. It's estimated that over 50 percent of family business owners didn't update their estate planning documents fo…
Read More
Read More
Categories: Aging Issues, Current Affairs, Estate Planning, Family Business, Small Business, Weblogs, Will
Can You Do Estate Planning for Your Farm?
September 30th, 2015
Succession planning is one of the most important aspects of passing on a farm to future generations, but having a conversation about it is not always easy. Jolene Brown, an Iowa farmer and professional speaker, and Nelson Schoon, certified financial…
Read More
Read More
Categories: Aging Issues, Current Affairs, Estate Planning, Family Business, Small Business, Weblogs, Will
Using A Revocable Trust as the Primary Method for Disposing of Your Estate
September 29th, 2015
If you haven't considered using a revocable trust rather than a will as your main estate planning document, you could be making a critical mistake. A recent MoneyWatch article, “5 reasons you need a trust, not a will,” lists five reasons for…
Read More
Read More
Who Pays the Bills If I’m Not Around?
September 28th, 2015
Who pays the bills in your house? If your house is like most, there is probably one person who handles most of the financial matters. Would you or your spouse be prepared to assume the role of managing the household finances if something happened to…
Read More
Read More
Can I Survive Financially if I Live to be 100?
September 25th, 2015
How long will you live? It’s a key question in retirement planning. If you’re healthy and your family tree has branches with staying power, you may figure that you have decades ahead. If your parents died early of natural causes, you may assume a…
Read More
Read More
Don’t Forget Estate Planning for Your Family Business
September 24th, 2015
Skilled estate planning is essential to the tax-efficient transfer of the family business across the generations. While the majority of family business owners have estate plans, the majority of these plans can be considered dated. Family businesses a…
Read More
Read More
Which Type of Trust is Right for Me?
September 21st, 2015
Trusts can be a great way to update an estate plan, whether within a will or as a separate estate-planning tool. Trusts have a reputation for being something that most people don't have to worry about, with most seeing a trust as a vehicle for t…
Read More
Read More
Tags: Asset Protection, Credit Shelter Trust, estate planning, Estate Planning Lawyer, Estate Tax, Family Trust, Inheritance, Irrevocable Trust, Living Trust, probate, Probate Attorney, Probate Court, Qualified Personal Residence Trust (QPRT), Qualified Terminable Interest Property (QTIP), Revocable Trust, Special Needs Trust, Tax Planning, Testamentary Trust, Trusts, Trusts and Estates
What’s that Document Called Again?
September 11th, 2015
"Mistitling of assets is one of the prominent causes of failed estate plans," asserts Avani Ramnani, CFP®, director of financial planning and wealth management at Francis Financial, a wealth management firm in New York. What might go wrong…
Read More
Read More
Special-Purpose Trusts for the Mentally Ill and Those Suffering from Addiction
September 10th, 2015
It was the summer between her sophomore and junior year at the University of Wisconsin-Madison when Patti Sacher’s daughter Keisha had a breakdown. She had taken LSD at a Grateful Dead concert one weekend in 1989. When Mrs. Sacher called to check o…
Read More
Read More
Services
Submit to Schedule an Estate Planning Consultation
