Estate Planning, Asset Protection & Business Planning

Monthly Archives: January 2012

Don’t Forget the Final (And Crucial) Step to Setting Up Your Trust

I write frequently on my blog about the importance of having a top-notch estate plan, but just as important as having an estate plan is maintaining your estate plan. Once we’ve worked to create the perfect trust to protect your family, you’ll need to re-title any assets you’d like to be protected into name of… Read More »

January 30, 2012 Estate Planning

The Family Vacation Home: A Place to Make Memories or Enemies?

A family vacation home—whether it’s a summer house on the beach or a winter skiing bungalow in the mountains—can be just the thing that brings a family together.  Unfortunately, it can also be just the thing that tears a family apart when parents pass away and the time comes to decide what to do with… Read More »

January 20, 2012 Asset Protection, Estate Planning

Categories

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  • Arbitration Agreement
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