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Tag: Asset Protection

  • The Unexpected Challenges of Being an Estate Executor

    The Unexpected Challenges of Being an Estate Executor

    When someone asks you to be the executor of their estate, it might seem like a straightforward responsibility – distribute assets according to their will and handle some paperwork. However, as many executors discover, the role involves far more complexity, time, and emotional labor than expected. Understanding these challenges now can help you better prepare,…

  • Matthew Perry’s Estate Plan Demonstrates the Benefits of Trusts

    Matthew Perry’s Estate Plan Demonstrates the Benefits of Trusts

    When Matthew Perry, the beloved star of Friends, passed away last year, the world mourned the loss of a comedic icon. However, as details of his estate began to emerge, a curious puzzle presented itself: why did he seem to have less money than you’d expect?

  • Would $23,000 Make a Difference to You?

    Would $23,000 Make a Difference to You?

    Imagine discovering thousands of dollars that belong to you, only to be told you can’t have it. It’s called “unclaimed property,” money that’s yours but has been handed over to the government without your knowledge. And it happens more often than you may think.

  • What Probate Is and How To Avoid It — Part 2

    What Probate Is and How To Avoid It — Part 2

    Unless you’ve created an estate plan that works to keep your family out of court, when you die (or become incapacitated) many of your assets must go through probate before those assets can be distributed to your heirs. Like most court proceedings, probate can be time-consuming, costly, and open to the public, and because of…

  • A Gift of Peace and Power for Every Parent

    A Gift of Peace and Power for Every Parent

    Parents spend their days and nights thinking about how to make sure their children are happy, healthy, and safe. If you’re a parent, you know. Every parent deserves the peace of mind and power to create financial security for themselves and their children with thoughtful estate planning. Most people have a general concept of what…

  • Why Estate Planning Is the Best Use of Your Tax Refund

    Why Estate Planning Is the Best Use of Your Tax Refund

    So you got a tax refund this year. Hooray! While you may be tempted to spend it on a vacation, or put it away for a rainy day, there’s an even better way to put that refund to work for you: estate planning. Here’s why.

  • Updating Your Estate Plan For Divorce: 5 Changes To Make

    Updating Your Estate Plan For Divorce: 5 Changes To Make

    Even if the process is amicable, divorce can be one of life’s most stressful events. With so many major changes taking place, it’s easy to forget to update your estate plan—or simply put it off until it’s too late. After all, dealing with yet another lawyer is probably the last thing you want to do.…

  • 4 Essential Strategies For Protecting Your Family’s Assets

    4 Essential Strategies For Protecting Your Family’s Assets

    You might think that only the super wealthy need to worry about asset protection planning. The truth is, those without millions may be at even greater risk. For instance, if you are a multi-millionaire, a $50,000 judgment against you might not be that big of a deal. But for a family with a modest income,…

  • 3 Best Practices For Setting Up Your Life Insurance Policy

    3 Best Practices For Setting Up Your Life Insurance Policy

    A comprehensive Life & Legacy Plan is about creating a strategy that lets you enjoy your life to the fullest while protecting your loved ones’ future when you can no longer be there. It might seem like life insurance is an easy way to help secure your loved ones’ future – and it is –…