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5 Important Estate Planning Documents for New Parents

by Kathleen Marrero | Mar 16, 2023 | Estates & Trusts

Estate Planning For New Parents No matter what stage of life you are in, Estate planning is essential. Becoming a new parent is stressful and overwhelming. With so much to think about, it’s easy to put off the topic of estate planning until later. But by then,...

Can You Transfer Assets Out of an Irrevocable Trust?

by Bill Askin | Jul 15, 2021 | Estates & Trusts

As you plan your estate, you might be considering whether an irrevocable trust should be part of your asset protection plan. You’ve worked hard for your money and want to protect your finances, but in order to protect your assets, you need to have an asset...
The Most Common Misconceptions About Power of Attorney

The Most Common Misconceptions About Power of Attorney

by Bill Askin | Jul 6, 2020 | Estates & Trusts

Did you know that just over half of adults have a power of attorney in place? A recent survey found that, while 83% of people over the age of 72 have a power of attorney, only 41% of millennials have one.   A power of attorney, and other estate planning...
Do You Have an Asset Protection Strategy to Protect Your Estate?

Do You Have an Asset Protection Strategy to Protect Your Estate?

by THE STAFF | Oct 22, 2018 | Estates & Trusts

An asset protection strategy is designed to safeguard your assets from unexpected threats. Often times this is an afterthought or not even considered because someone feels that they do not own enough assets to consider such options. However, an asset protection...
Wills and Estate Planning: What You Need to Know

Wills and Estate Planning: What You Need to Know

by THE STAFF | Oct 11, 2018 | Estates & Trusts

Wills and Estate Planning is a very sensitive and complex endeavor but it is important for everyone despite how much or how little you own. Wills are documentations of your decisions that will affect your family and loved ones when you pass away. They are intended to...
4 Types of Asset Protection Strategies to Safeguard Your Assets

4 Types of Asset Protection Strategies to Safeguard Your Assets

by THE STAFF | Apr 16, 2018 | Estates & Trusts

Personal Asset Protection Is Often An Afterthought The main objective of an asset protection strategy is to safeguard your assets from any unexpected creditor claims, liens or lawsuits. In order to secure your assets from such unlikely but real threats, it is...
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