Asset Protection Planning

Diligent Asset Protection Planning

Posted on: September 5th, 2017
Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But that’s only the tip of the iceberg. From smart incapacity planning to diligent probate avoidance, there is a lot that goes into crafting a comprehensive estate plan. One important factor to consider is asset protection....

What to do when a Loved One passes

Posted on: June 10th, 2015
After a loved one dies, you need to gather the important documents that are necessary to settle their final affairs. Are your named Agents knowledgeable and prepared to begin administration upon your death? If you are named as an Agent for a loved one, do you know what your duties and responsibilities are and how to being the administration process?...

Passing real property to a loved one properly

Posted on: May 21st, 2015
One common way to avoid probate of real estate after the owner dies is to hold the title to the property in joint names with rights of survivorship with children or other beneficiaries. This is accomplished by adding the names of the children and certain legal terms to a new deed for the property and then recording it in the applicable public land records. ...

Getting Ready

Posted on: April 13th, 2015
You've finally decided it's time to meet with an estate planning attorney and get your affairs in order. It's time to make sure your family is protected. ...

Funding your Revocable Living Trust

Posted on: March 23rd, 2015
The key to probate avoidance is proper asset ownership, including the full funding of your Revocable Living Trust....
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