Combat Fear With Financial PlanningEstate PlanningFear without direction is a scary thing. We’ve all had our lives upended in the past month, both personally and professionally, in the face of the global Coronavirus pandemic and it’s left many of us feeling a lot of fear about the future. What we’re missing is a...
Estate Planning: What To Know About Your Eligibility, Rules & RegulationsEstate PlanningOne interesting thing about the asset protection field is how many areas of law overlap. To run an effective practice, asset protection attorneys have to have a thorough understanding of business law, tax law, real estate, and yes, estate planning. Sometimes, clients...
When Discussing Your Estate Plan: What To Do With Your RemainsEstate PlanningOne of the major decisions you will make as a part of your estate plan is how you want your remains handled. Some approach this as a matter of disposal, others as an opportunity for preservation of their legacy. But the options are only getting more interesting if...
Estate Planning: Understanding The How, Why & The BasicsEstate PlanningWhile estate planning isn’t always the easiest topic to discuss, it isn’t necessarily painful. In fact, avoiding it tends to make it into a bigger, more dramatic deal than it needs to be. In all seriousness, if you haven’t completely thought through your estate plan...
Estate Planning: The Benefits of the StructureEstate PlanningLet’s do something folks don’t do much–talk about the fun side of estate planning. While it’s hardly a rip-roaring cocktail party subject, it’s important nonetheless. An improperly planned estate, or worse, no plan at all, complicates your already painful death...
Estate Planning: The FAQsEstate PlanningEstate planning is confusing enough for the average person. But as real estate investors, we have a host of unique concerns on top of the Average Joe/Jane. It’s true that estate planning may be stressful for anyone, but understanding estate planning for REIs is too...
Future Retirement Health Care Costs Expected To FluctuateEstate Planning, Retirement PlanningOne of the reasons we save for retirement is because medical costs invariably go up with age. Saving for your own eventual care, even if you’re healthy as a horse now, is wise. But recent projections suggest you may actually want to save a little more. Cost of care is...
5 Times in Life to Really Revise Your Estate PlanningEstate Planning, Retirement PlanningWhen asked by someone without an estate plan when they should plan their estate, we tend to give a variation of the answer, “Right away.” But updating your estate plan is a little more complex. There are major life events that are critical times to review your estate...
Getting Remarried? It’s Time to Update Your Personal Estate PlanEstate PlanningIf you’re recently engaged, let us first say congratulations. Remarrying can be an exciting time in life, full of promise for new love. But it is also one of those major life events that can affect your estate plan. Be sure you have your bases covered by following the...