Asset Protection
3 Signs You Should Update Your Retirement Plan
Reports continue to show Americans are not saving enough for retirement. Some retirement account owners may miss out on opportunities that could help grow…
Successor Trustee Responsibilities
When a trustee passes away or becomes incapacitated, a successor trustee must step forward. In addition to the trustee’s duties, a successor…
Estate Planning for Collectibles: Wine, Art, Cars & More
Estate plans are not only vehicles for passing cash, investments and real property along to named beneficiaries, these tools can also transfer…
Top 5 States for Dynasty Trusts
Dynasty trusts offer asset protection and estate and generation-tax skipping tax avoidance over many generations. Three years ago attorney Steve Oshins started a…
Access to One’s Digital Estate
More states pass legislation addressing digital assets. More states are starting to address a growing area of an individual’s estate: Digital assets….
Protect Parents’ Assets
As parents age, the risk of health problems grows. The Sandwich Generation—those caring for both their children and their parents, may experience…
Asset Protection in Second Marriages
What asset protection strategies should an individual consider after divorce if they play to re-marry? Whether a marriage is a first or…
Estate Plan Update: New Life Insurance Option life insurance trust
Life insurance can be a great estate planning tool. Payments generally do not go through probate, loved ones may not need to…
Consequences of No Digital Asset Protection
Digital asset management will continue to change as new devices, applications, and technologies develop. Digital asset protection is more than leaving behind one’s…
Debt Inheritance: Credit Cards, Tax, and Other Liabilities
An individual may accumulate assets during his or her lifetime, but debt may reduce or eliminate an inheritance family members expected to…
