Tag Archives: DLG

Could Your Heirs or Beneficiaries Receive a Smaller Inheritance Than You Thought?

Most people don’t look forward to the death of a loved one, but they may have thought about a possible future inheritance.

The reality is, that when someone passes, one of the first things heirs and beneficiaries want to know is the overall value of the deceased’s estate. Generally, the executor or trustee is required to...
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Is Your Estate Plan Unfinished? Resolve to Get it Done in 2022.

You probably don’t want to make a resolution that requires you to think about your own mortality and what will happen when you’re gone, but if you haven’t finished your estate plan, it’s definitely something you need to put on your To-Do list for 2022.

Because the reality is that a half-finished estate plan is as...
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What You Need to Know About Choosing a Trustee

It's not always immediately clear who should be the person you place your literal trust in to manage your financial affairs, so here are some critical things to consider first.

When a trust is established, the trust owner must name a trustee. That person is responsible for your financial affairs which includes collecting income, paying bills...
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3 Asset Protection Tips You Can Use Now

A common misconception is that only wealthy families and people in high-risk professions need to have an asset protection plan.

But in reality, anyone can be sued. A car accident, foreclosure, unpaid medical bills, or an injured tenant can result in a monetary judgment that will decimate your finances.  

What Exactly Is Asset Protection Planning?

Asset protection planning...
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