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

What Assets You Can Use to Fund a Strong Trust

March 11, 2025

A trust is one of the most effective

Charitable Remainder Trusts: Giving Back While Benefiting Your Estate

February 27, 2025

A Charitable Remainder Trust (CRT) is a powerful

Handling Trust Disputes: What Happens When Beneficiaries Don’t Agree

February 11, 2025

Trusts are designed to provide clarity and stability

Planning Your Estate for a Blended Family

January 28, 2025

Blended families bring together different backgrounds, traditions, and

Think Twice Before Using a Safe Deposit Box for Estate Documents

January 14, 2025

When it comes to estate planning, safeguarding important

10 Estate Planning Resolutions for 2025

January 6, 2025

Having a comprehensive, up-to-date estate plan involves many