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Asset Protection
People often ask, “do I need a trust”?  The simple answer is “no.”  You don’t need a trust any more than you need a bank account, or a car, or a will for that matter.  I bet that answer does not help you choose to have a trust or not.  Let me explain. Do you...
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I hope the transition to the year 2020 brought joy and a fresh outlook.  If you follow the news, you also know that it brought changes to the tax laws that may impact your life and estate planning. As part of budget legislation, the U.S. House and Senate passed the Setting Every Community Up for...
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A surrogate designation is a document that formally appoints one or more persons to make health care decisions for another if the other is temporarily or permanently unable to make his or her own decisions. It usually permits the surrogate to obtain medical records and can be personalized to incorporate provisions of a living will or...
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Theft and exploitation of the elderly is so common as to be described as an epidemic.  The purpose of this article is to explain how to protect yourself and your parents from thieves. STEPS TO PROECT YOURSELF AND YOUR PARENTS FROM EXPLOITATION   1. The first step to protect yourself and others is to make...
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I would like to answer this question as – “yes.  Trust me on this, you need a will even if you are married.”  However, most people don’t trust lawyers, so I will explain why you need a will even if you are married. This post would be longer than anyone is willing to read if...
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Let’s face it: the assets you have worked long and hard to accumulate can be lost easily if they are not protected. In the end, the best offense is frequently a good defense. No matter how astute a business person you are, or how skilled you are as an investor, it does little good if...
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