What is Asset Protection hand turning a safe dial Estate Planning

What Is Asset Protection? Do I Need It?

When you hear “asset protection planning,” you may think of people like Jeff Bezos or Warren Buffett. Many believe that only wealthy families and people in high-risk professions need asset protection planning. In reality, everyone is at risk of being sued. A car accident, foreclosure, medical crisis, or business failure could result in a judgment, endangering your finances. Some view the idea of asset protection planning skeptically. In reality, the U.S. justice system is an …

Estate Administration

Estate Administration: My Loved One Has Died. What Next?

My Loved One Has Died – What Do I Need to Do? An Estate Administration Checklist provides peace of mind. There are several practical and legal estate administration considerations that a person named as the personal representative or executor of an estate or successor trustee of a trust should address in the initial weeks following the death, but prior to the administration of the estate or trust.  During this stressful and emotional period, you may …