Managing your residuary estate -
Even with a comprehensive estate plan, it’s likely you’ll have some assets in a residuary estate. Like the sediment at the bottom of your glass after you finish a fine wine, an estate plan...more
Asset protection -
How to shield your wealth from lawsuits and creditors -
Much of estate planning focuses on transferring your wealth to loved ones in a taxefficient manner. But for many people, it’s equally important...more
Getting remarried?
Understand your spouse’s inheritance rights -
If you’re getting remarried, you may have very different expectations than you did when you married the first time, especially when it comes to estate...more
A SPA trust can improve the flexibility of your estate plan -
We live in uncertain times. There’s uncertainty about the economy as well as the possibility of tax increases to address the rising federal debt. For example,...more