Tag Archives: law firm

Seven Tips to Avoid Family Fights Over Property

Ask a group of friends if they have experienced a family fight over property after a loved one has died, and you will be in for a lively and eye-opening conversation.

Far too many families end up fighting, or at least experiencing tension, over a family inheritance. But it does not have to be that way....
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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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How to Know If You Should Choose a Corporate Trustee

Planning for how your money and assets will be taken care of after you pass away is not the most pleasant or exciting thing to do.

It requires thinking through situations that can cause feelings of fear and uncertainty. However, it is essential to face and come to terms with those decisions. You must determine what...
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Gifts Your Family Will Love but the IRS Won’t Tax

What changes will we see to the tax code in the near future?

At this point it is all speculation but don’t let that prevent you from making tax-free annual exclusion, medical-payment, and educational gifts to or for the benefit of your loved ones.  

Make Annual Exclusion Gifts

  Annual exclusion gifts are transfers of money or property in...
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