Trusts 101 – Basic Vocabulary Of Trusts
February 7, 2022
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
Articles:
estate planning
How To Test Your Legal And Financial Planning Today
July 30, 2018
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
When An Estate Plan Isn’t Asset Protection
November 6, 2017
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
Estate Planning FAIL: Trusts Without Pour-Over Wills
February 2, 2015
This is the first article in a new series by Probate Litigation attorney Robert Sewell which will focus on “war stories” regarding common estate
Estate Planning, Sugar Daddies and Lawsuits, Oh My
February 20, 2014
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
Key Legal Documents Everyone Facing a Divorce Must Update
December 5, 2013
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
When Should You Update Your Estate Plan?
August 21, 2013
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
VIDEO: How does an Irrevocable Life Insurance Trust or ILIT Work? Life Insurance Creditor Protection
August 15, 2013
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
Hidden Assets, Buried Gold, Stuffed Safes and Other Asset Protection and Estate Plans FAILS
July 30, 2012
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
Protection for Your Most Valuable Asset…Your Children
May 10, 2012
We always try to to be clear about the difference between two related sciences, Estate Planning (a.k.a. DEATH planning, what happens to my “stuff” and family