4 Asset Protection Tips You Can Use Now

A common misconception is that only wealthy families and people in high risk professions need to have an asset protection plan. But in reality, anyone can be sued. A car accident, foreclosure, unpaid medical bills, or an injured tenant can result in a monetary judgment that will decimate your finances. What Exactly Is Asset Protection [...]

By |2019-07-25T11:49:58-07:00July 25th, 2019|Asset Protection, Uncategorized|Comments Off on 4 Asset Protection Tips You Can Use Now

Why Do I Need an Estate Plan?

Do I really need an estate plan? This is one question we hear from clients on a regular basis. While it could be easy to say you could just chance it, but really there are many very good reasons as to why you do need a well-established estate plan. Beyond providing financial support and stability [...]

By |2019-04-21T22:35:02-07:00April 12th, 2019|Asset Protection, Estate Planning, Probate & Trust Administration|Comments Off on Why Do I Need an Estate Plan?

Revocable, Living, or Irrevocable Trusts

Defining Trusts - Revocable or Living Trusts and Irrevocable Trusts What's the difference between a revocable trust and a living trust? We hear clients ask this question rather often. In truth, both revocable and living trusts are one in the same. They are both a trust whose terms may be changed or adapted as needed. [...]

By |2019-04-18T23:42:46-07:00April 7th, 2019|Asset Protection, Estate Planning, Probate & Trust Administration|Comments Off on Revocable, Living, or Irrevocable Trusts

Will Preparation – Looking Ahead

There’s nothing at all like the death of a celebrity to bring home the reality that there is an end to life for us all. This is especially so when the death is abrupt and completely unexpected. It could be a favorite actor, an athlete, or even a much adored singer such as Prince. When [...]

By |2018-01-24T01:01:10-08:00April 28th, 2016|Asset Protection, Estate Planning, John Kenney|Comments Off on Will Preparation – Looking Ahead
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