Month: December 2023

PROTECTING TANGIBLE ASSETS

December 1, 2023

Asset protection is not limited to preservation of investments and financial accounts. Art, antiques, classic cars, and other collectible items require asset protection tools and

The Value of a Letter of Intent in Estate Planning

September 24, 2024

A letter of intent is a valuable component

Helping Your Aging Parents Prepare for the Future

September 10, 2024

As we grow older, it’s natural for the

Estate Planning for High-Net-Worth Families

August 27, 2024

Estate planning is beneficial for anyone looking to

Understanding the Risks of Pay-On-Death Accounts

August 13, 2024

Pay-on-death (POD) accounts, also known as transfer-on-death (TOD)

Appointing a Guardian for Minor Children: Essential Steps in Estate Planning

July 30, 2024

Choosing a guardian for your minor children is

Top Three Pitfalls of DIY Estate Planning

July 9, 2024

You may have encountered numerous advertisements online or