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You may have been running around for weeks, getting your new college student off to school. It’s exhilarating, and your heart likely is bursting at the seams. You’re probably prouder [...]

They Should Designate Someone to Make Medical and Financial Decisions Authored by: Jeffrey Hall, MBA, CPA, Esq. Here’s an issue many families overlook when children leave for college: That [...]

Although leaving your hard-earned assets outright to your children, grandchildren, or other beneficiaries after you die may seem like the easiest and most desired form of distribution, this [...]

The average American family has changed a great deal over the last few decades. The assumption that a couple will share finances, tax obligations, and a last name is one that does not necessarily [...]

You may be surprised to learn that not only has asset protection planning been around for a long time, but you likely have already engaged in it at some point during your life. In fact, you [...]

Many people believe that once they set up a Revocable Living Trust and transfer assets into the trust, those assets are protected from lawsuits. This is absolutely not true.   While Trusts [...]

If you think you only need to create discretionary lifetime trusts for young, troubled, or financially inexperienced beneficiaries, then think again. In this day and age of frivolous lawsuits and [...]