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Latest Blog Posts

5 Reasons to Protect Your Retirement Accounts Now

Posted on: May 27th, 2016
During your lifetime, your retirement account has asset protection, but as soon as you pass that account to a loved one, that protection evaporates. This means one lawsuit and POOF! Your life long, hard earned savings could be gone....

Are Handwritten Intentions Enforceable? Princess Diana Thought So…

Posted on: May 24th, 2016
Princess Diana of Wales was one of the world’s most loved celebrities – and one of the richest. Her tragic death in 1997 was world news. The majority of her estate, reportedly worth $40 million at the time of her death, was divided between Prince William and Prince Harry in her estate plan....

Dispelling the Top 3 Estate Planning Myths

Posted on: May 13th, 2016
Like any other complex subject, estate planning has its share of myths and misconceptions. Understanding the top three estate planning myths will help you to create and maintain a plan that will work the way you expect it to work when it’s needed....

Don’t Leave Your Trust Unguarded: 6 Key Ways a Trust Protector Can Help You

Posted on: May 7th, 2016
Trust protectors are a fairly new and commonly used protection in the United States. In short, a trust protector is someone who serves as an appointed authority over a trust that will be in effect for a long period of time. Trust protectors ensure that trustees: maintain the integrity of the trust, make solid distribution and investment decisions, and adapt the trust to changes in law and circumstance. ...

3 Examples of When an Irrevocable Trust Can – and Should – Be Modified

Posted on: April 29th, 2016
Did you know that irrevocable trusts can be modified? If you didn’t, you’re not alone. The name lends itself to that very belief. However, the truth is that changes in the law, family, trustees, and finances sometimes frustrate the trust maker’s original intent. Or, sometimes, an error in the trust document itself is identified. When this happens, it’s wise to consider trust modification, even if that trust is irrevocable....

The Perils of Promises...Marlon Brando’s Story

Posted on: April 22nd, 2016
Legendary Oscar-winning actor Marlon Brando left the bulk of his estate (worth approximately $26 million) to his producer and other associates. Brando created a valid last will and testament. However, he did not include his longtime housekeeper Angela Borlaza – who later sued alleging that Brando promised that she would inherit a home from him when he died. ...
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