A record estimated 75 trillion dollars in assets is passing to baby boomers and their heirs, including a very significant amount of residential real estate.
Trusts can be effective and important legal tools, but they are not all the same and they are not universally interchangeable. We examine some of
Will your legal and financial planning really protect your family and your business? Asset Protection attorney Ike Devji on the tough questions you must ask
In a previous post I shared the details of the incomplete (if not financially fatal) advice one physician got from a source with questionable experience. That
This is the first article in a new series by Probate Litigation attorney Robert Sewell which will focus on “war stories” regarding common estate
Given the current and often predatory nature of modern personal relationships I thought this piece by my friend and colleague Robert Sewell of Davis Miles
A common error after the expense and trauma of a divorce is not updating a variety of key legal and financial documents. You would not believe
We’ve previously highlighted the financial and legal planning issue business owners and doctors feel uninformed about, and provided links to more than half a dozen articles on
Great introduction to some benefits of a life insurance trust. Of course, from my perspective, which is always based on wealth preservation, a key benefit
The article below is by Attorney Mike King, and shares some detail on the legal issues surrounding intestate property and especially that which is “hidden” and
