Gifting Money or Assets to Adult Children
Many of our clients are torn over whether to give money to their children while they can see them enjoy […]
Read More Gifting Money or Assets to Adult ChildrenMany of our clients are torn over whether to give money to their children while they can see them enjoy […]
Read More Gifting Money or Assets to Adult ChildrenTwo of my good friends have gotten divorced in the past year. One breakup went relatively smoothly and the other […]
Read More Prenuptial Agreement – 5 Required ElementsMost people spend a lot of time thinking about the details of their wills or living trusts (except for Prince). […]
Read More Living Trusts: Who is Your Trustee?It comes as no surprise that the largest wealth transfer in history will unfold over the next 30 years as […]
Read More Prepare Kids to Inherit WealthI am always surprised when I hear that 55% of adults do not have a will or trust. When people […]
Read More Lack of Estate Plan Puts Prince’s Fortune In JeopardyOne of the boxes frequently checked as “very important” on financial planning questionnaires is Asset Protection. Let’s face it; we […]
Read More Asset Protection Trusts – How Do They Work?