Estate planning needs are one of the first things I address with a client. It is important to get the right estate plan in place without going overboard. Every estate plan needs a will; most need a trust. A durable power of attorney and living will are
Everyone needs a will, but it is important to understand what type of will to use and why to use it. I am a proponent of trusts. In my mind it is a good idea for everyone to have a living trust. The advantage of a trust
Business asset protection needs to be considered early in your business formation process. It’s never too soon to think about asset protection. Many businessmen think business asset protection planning is only needed after they are successful and have made a lot of money. It doesn’t always work
How you hold the title to your house to protect it from lawsuits makes a difference. I often have asset protection fanatics tell me that they have put their house title in a corporation or Limited Liability Company (LLC) for house protection. This is a big mistake.
