1 07, 2015

5 Most Expensive States for Retirees in 2015

2018-02-02T22:10:49-05:00July 1st, 2015|

While there are many factors to consider when choosing the place where you will retire, the ones that will impact your wallet may be the most important. Why? Because having a low crime rate and beautiful weather will be irrelevant [...]

1 07, 2015

5 Reasons Why Uncle Bill May Not Make a Good Trustee

2018-02-02T22:10:52-05:00July 1st, 2015|

If you have created a dynasty trust that you intend to last for decades into the future, choosing the right trustee is critical to the trust’s longevity and ultimate success. Initially you may think that a family member, such as [...]

1 06, 2015

Dispelling the Top 3 Estate Planning Myths

2018-02-02T22:10:52-05:00June 1st, 2015|

Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work [...]

1 06, 2015

The Shocking Truth About Asset Protection Planning

2018-02-02T22:10:52-05:00June 1st, 2015|

Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to pay one’s debts. They think that asset protection planning is immoral because it prevents a creditor from collecting on a judgment entered by [...]