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Lifetime QTIP Trusts – The Gift That Keeps Giving

Posted on: November 18th, 2014
Estate planning for married couples can be tricky when one spouse is significantly wealthier than the other and each spouse wants different beneficiaries to ultimately inherit their estate. One solution to this problem is the Lifetime QTIP Trust....

How to Minimize Legal Fees After Death

Posted on: October 16th, 2014
Death is a costly business. Aside from funeral expenses, legal fees can take a big chunk out of how much is left for your loved ones after you’re gone. But it doesn’t have to be this way. Careful planning can minimize the legal fees your loved ones will pay after you die. Here’s how: ...

If You Die Without a Will, Does Your Spouse Inherit Your Entire Estate?

Posted on: October 14th, 2014
If you are married and you die without a Last Will and Testament, you may mistakenly believe that your spouse will still inherit your entire estate. Not so fast. Who will inherit your estate depends on several different factors:...

Lifetime QTIP Trusts – The Gift That Keeps Giving

Posted on: October 8th, 2014
Estate planning for married couples can be tricky when one spouse is significantly wealthier than the other and each spouse wants different beneficiaries to ultimately inherit their estate. One solution to this problem is the Lifetime QTIP Trust....

Does Your Revocable Living Trust Reduce Your Estate Tax Bill?

Posted on: October 7th, 2014
Many people believe that once they set up and fund a revocable living trust, property held in the trust will avoid estate taxes after they die. In reality, this may or may not be true depending on your choice of beneficiaries and the terms written into your trust agreement....

Will Your Revocable Living Trust Protect Your Assets Against Lawsuits?

Posted on: October 6th, 2014
WARNING: Many people believe once they set up a Revocable Living Trust and transfer assets into the Trust, those assets are protected from lawsuits. This is absolutely not true. While Trusts commonly provide asset protection for beneficiaries, few Trusts protect assets owned by the person who created the Trust. ...

Should I Write My Own Will?

Posted on: October 3rd, 2014
I’m sure you have heard this less than eloquent phrase before – “Garbage in, garbage out.” The phrase is typically used in computer programming and scientific research. Unfortunately, it also applies to the law, legal documents, and writing your own Will. What’s Wrong With Writing Your Own Estate Plan? ...

Should You Disinherit a Child?

Posted on: April 23rd, 2013
Most parents choose to leave their estates equally to their children. But sometimes, parents intentionally choose to not leave anything to a child. There may be what the parents consider to be a legitimate reason: ...

VA Benefits For Long-Term Care of Veterans and Their Surviving Spouses

Posted on: January 24th, 2013
Many wartime veterans and their surviving spouses are currently receiving long-term care or will need some type of long-term care in the near future. The Veterans Administration has funds that are available to help pay for this care, yet many families are ...

Estate Planning in 2013 and Beyond under the New Tax Law

Posted on: January 24th, 2013
The recent tax legislation dealing with the “fiscal cliff” included significant revisions to the estate tax law that will affect estate planning for the foreseeable future. ...

Asset Protection Video

Posted on: April 30th, 2012
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Mrs. Brown, You've Got a Lovely Daughter: Pretty Vacant

Posted on: November 18th, 2011
Learn how to protect your beneficiaries' inheritance from lawsuits, divorce, creditors, and themselves...

Happiness Is a Warm Gun: Security is a Warm Gun Trust

Posted on: November 11th, 2011
What can go awry when you own a Class 3 Firearm - and how we can help!...

Super Committee Action May Limit Estate Planning Options

Posted on: November 4th, 2011
Act now to ensure planning strategies are available...

Across the Universe: Nothing's Gonna Change My Trust

Posted on: November 1st, 2011
Revocable vs. Irrevocable Trusts...

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