After spending so much time and effort accumulating your ‘stuff,’ doesn’t it make sense to protect it the best you can. Using asset protection best practices, you may be able to help yourself an...
Will-Based or Trust-Based – Which Type of Estate Plan Should I Choose?
There are two basic kinds of estate planning: will-based and trust-based. So, it should be easy to choose, right? It seems simple. Wills are the foundation of will-based plans and trusts are the...
Trusts That Fit Your Lifestyle
Dan and Jean S. own a successful family business that was founded over 100 years ago. Max B.’s estate currently is worth more than $12 million. Sean’s 30-year old daughter suffers from multiple sc...
Setting Up an Offshore Asset Protection Trust
Shannon L., a medical doctor practicing in Minnesota, has made some tough decisions in her life. Working in a high-risk profession, she is concerned about protecting her assets from civil judgments. S...
7 Reasons to Create Your Estate Plan
Norman thought estate planning was unnecessary. After all, his family and friends knew what he wanted. He trusted them to carry out his wishes after he was gone. Norman did not realize how his failure...
Asset Protection Strategies
You’ve worked hard for your assets. Why not try to protect them? Some people may need to use asset protection strategies because they work in a high-risk profession. Others may want to protect asset...
Estate Plans: What Documents Do I Need?
We’ve all heard of estate planning. You may have even toyed with the idea of writing your own Will using an online website. But do you know exactly which documents you need in order to have a comple...