Category Archives: Blog

Planning to Protect Your Assets

Asset protection planning is an important step to take in safeguarding your hard-earned assets from being lost, inadvertently, because you overlooked something important. The most foundational level of asset protection is to plan for what will happen to your assets in the event of your incapacity or death because you are 100% guaranteed to have […]

Seven Tips for Caring for Elderly Loved Ones

Dealing with the financial stressors of caring for an aging loved one can affect your ability to provide them with the care and compassion they need. It can also put the security of your financial future at risk. To mitigate these concerns, consider these useful tips to help you make informed decisions about how to […]

Tax Lessons to be Learned from Celebrity Estate Plans

A celebrity’s image and likeness can continue to produce considerable income after death. This type of intellectual property is considered part of your estate, and the IRS can tax its value. In the case of pop star Michael Jackson’s estate, that recently meant an IRS bill to the tune of $64.5 million, years after his […]

The Unexpected Costs of Caring for Elderly Parents In Your Home

Multi-generational households are becoming the new (or maybe it’s old) in vogue way to handle the care of aging parents. While a positive thing, you must consider the implications and set your family up for success. With Mom or Dad moving in, you can anticipate some extra expenses, not just financially, but  emotionally. But it’s […]

Growing Family? Time to Audit Your Insurance Policies

As your family size grows, there is lots to prepare for and consider. Adding a new family member can affect your finances and create a need for more protections. Reassessing your insurance coverage might not be at the top of your list, but policies should always be audited when changes in your family life occur […]