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Asset Protection and Taming The Planning B.E.A.S.T.

Asset Protection and Taming The Planning B.E.A.S.T.

The planning beast is always lurking. Will you be its next victim? By James L. Moore, JD, CExP The primary focus of most entrepreneurs is running a successful business. For this reason, proactive planning often gives way to the demands of the day. This is...

Family Estate Planning – Beneficiaries Get Hit With Big Headache

Family Estate Planning – Beneficiaries Get Hit With Big Headache

By Sandra Block, USA TODAY In the Charles Dickens classic; Bleak House, a dispute over a will drags on for decades, leaving a legacy of wasted lives. One character shoots himself; another explodes. When the estate is finally settled, the entire fortune has been...

What is Proper Estate Planning?

What is Proper Estate Planning?

You want to control your property while you are alive and well, taking care of your loved ones and yourself if you become disabled. Before or after your death, you want to distribute your property to whomever you want, whenever you want, and however you choose. You...

Is Estate Planning Really a Lifetime Process?

Is Estate Planning Really a Lifetime Process?

Is estate planning really a lifetime process? We get asked this question often. The short answer is "yes".  Estate Planning is not a "one-shot" event. Instead, it is an ongoing process.  This is because families change...goals change...assets change...and the law is...

Veterans Aid & Attendance Planning While In Assisted Living

Veterans Aid & Attendance Planning While In Assisted Living

Is There Another Option for Long-Term Care for Veterans? We have all heard the statistics. Americans are living longer, and because of it, they are requiring more and more long-term care services, including assisted living.  Who can afford to pay for such care?  Not...

Is a Living Trust Expensive?

Is a Living Trust Expensive?

Is a living trust expensive? Well, a living trust does cost more initially than a will. However, the cost of not preparing a living trust, even if only measured in tax savings, is so much greater! Consider your estate plan like you would consider the purchase of your...