Both wills and trusts are estate planning documents that can be used to pass your wealth and property to your loved ones upon your death. However, trusts com...

Although digital technology has made many aspects of our lives much easier and more convenient, it has also created some unique challenges when it comes to e...

Whether it’s called “The Great Wealth Transfer,” “The Silver Tsunami,” or some other catchy-sounding name, it’s a fact that a tremendous amount of wealth wil...

In the first part of this series, we discussed a unique planning tool known as a Lifetime Asset Protection Trust. Here we explain the benefits of these trust...

As a parent, you’re likely hoping to leave your children an inheritance. In fact, doing so may be one of the motivating factors driving your life’s work. But...

While most people assume only the uber-wealthy need to worry about asset protection, those with less wealth and fewer assets may be at even greater risk. For...