Estate Planning – Protecting Your Will's Integrity

Over views modern day techniques (evidence) one can present to the courts that uphold the decisions the testator dictates in their written last will and testament.

Estate Planning - Intent to Disinherit or Oversight?

Over views incomplete estate planning and some laws that are in place to remedy the situation of overlooked heirs as opposed to those specifically disinherited.

Estate Planning - Capacity Challenges

Over views the elements of capacity used to contest the legality of a will. Looks at mental deficiency, insane delusion and mental derangement characteristics that have been used to invalidate a will.

Estate Planning - Rules and Trustees

Reviews problems associated with forming a trust such as deciding the powers which the trustee(s) have and do not have relative to the assets placed into a trust.

Private Annuity Trust, Charitable Remainder Trust or 1031-TIC: Which Is Right for You?

You may have heard about Private Annuity Trusts, Charitable Remainder Trusts and 1031 Tenant in Common Exchanges, but how do you decide if one is right for you? There are several things you should think about when trying to choose between these three options:

How Can An Estate Plan Help Me?

Do you know how your life will be divided after your death? Who will your estate go to? Who will look after your children? With an estate plan you decide. You are in control of your family’s security in the event that something tragic should happen.

Developing Your Estate Plan

You've spent years growing your wealth and building your estate, so it is just good sense to plan to protect your assets and pass them on to your beneficiaries according to your wishes. When you're ready to sit down and develop an estate plan, keep these tips in mind.

Sometimes a Conservator can be a Good Thing!

The thought of having a conservator appointed for a parent or relative - even a friend or neighbor - is something we all seem to loath. It has all sorts of negative connotations, including the fact that a conserved individual will be paraded through the probate courts with psychiatric and medical evaluations open for all to see. But, most of all, it's the loss of dignity that results when the state declares an individual incapable - and takes away his or her right to vote, or marry, or divorce, or write a check, or pay a bill, or make any other meaningful decisions. It's a position that no one wants to come to in this life.

Enduring Power of Attorney Being Phased Out

From the first Monday in April next year, the Enduring Power of Attorney will be banished forever. Its replacement will be more complex to get and is likely to cost more.

Revocable Living Trusts to Protect Your Family

Regardless of the resource(s) you choose to set up your plan, a revocable living trust can protect your assets and achieve your objectives by making sure that every step is carried out in full. Making these arrangements could be the most important decision you make regarding management of your estate to ensure you and your family's well-being when you're no longer able to direct that financial course.

Getting the Right Inheritance - Estate Planning Through a Family Limited Partnership

A Family Limited Partnership (FLP) is a powerful tool that you can use in estate planning. An FLP can protect you from outlandish lawsuits, liability claims that are false in nature and general litigation that is not your fault. You can establish an estate plan through a Family Limited Partnership and thereby get around inheritance taxes.

A Wealth Preservation Trust for Asset Protection

Lawsuit Protection, Tax-Efficiency and Estate Planning can go hand-in-hand with a properly-drafted Wealth Preservation Trust. Used alone, it can save taxes and provide for estate planning. Used together with inter-active integrated planning, it can do far more.

How the Rich Hide Their Assets

How rich hide their assets. The Rich diversify assets. Hide assets w/ independent trustees, irrevocable trusts, foreign LLC, International Business Company, Corporations Chapter C or Subchapter S Corporations.

Revocable Trust (Revocable Living Trust) vs. Irrevocable Trusts

Explain major differences between revocable vs. irrevocable trusts. About the benefits of a revocable trust (revocable living trust) vs. benefits of an irrevocable trust.