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Offshore Trust - Effective Estate Planning, You DecideAn over view of offshore trusts as part of viable estate planning and the fear that keeps many clients and attorneys from knowing more about how to use them effectively
Estate Planning - Real Property Disbursement ProblemsOver views some problems created by evenly splitting an intrest in real property between your heirs.
Estate Planning - The Life EstateOver views why the life estate is falling out of use but why it is still relevant for an estate planner.
Will the Estate Tax Ever Go Away?The "Estate Tax" is the tax that the government puts on the assets that are transferred to your beneficiaries when you die. It does not look like the estate tax will permanently go away. However, with careful planning, you can reduce taxes substantially.
Asset Protection - Who Needs to Protect Their Assets?America has often been referred to as a litigious society, meaning that we are prone to engaging in lawsuits for even the most frivolous of offenses. Because of this, it is important to stay vigilant about protecting your assets.
Using Life Insurance WiselyEvery family should have a life insurance policy on at least one of the financial providers. A policy should always be in place in case one of the primary breadwinners passes away so that the family will be able to support itself if no other source of income is available after the breadwinner dies.
Is Your Special Needs Child Included in Your Estate Plan?You have undoubtedly made provisions for how your beneficiaries or guardians will handle your finances in the event of your death or disability. You’ve appointed a guardian for your young children and you’ve outlined instructions for how to handle your child’s education, finances and other expenses. Sure, you have a plan in place to provide for your child – but have you thought about special provisions for your Special Needs Child?
Living Wills and Healthcare Power of Attorneys Help to Make Sure Your Wishes are MetNo one can foresee problems that may arise should he become incapacitated. Yet, you can avoid negative consequences of unforeseen problems by creating Living Wills and Healthcare Power of Attorneys (HCPOA).
A Guide to Purchasing Real Estate in Mexico for AmericansFor Americans buying their dream property in Mexico, it’s important to understand the differences between Mexico’s real estate system and that of the United States. It’s never safe to assume that any law or process is the same between the two systems, and oftentimes they are completely different.
Private Trust CompaniesPrivate Trust Companies have gained in popularity in recent years. They provide a means by which a settlor can retain a greater degree of control over his trust affairs, without compromising the validity of the trust structure. A Private Trust Company offers both convenience and flexibility and enhanced protection for fiduciaries.
Putting your Estate in OrderPut Your Estate in Order For business owners, an effective estate plan addresses a number of concerns over and above the desire to care for surviving family members. Control over who will run the business, conservation of the owner's assets in the face of legal expenses and taxes, and the liquidity to pay estate taxes due shortly after death are just some of the most pressing issues.
Estate Planning - Protecting Your SpouseOver views advance protection measures one takes to protect their spouse when doing estate planning above and beyound joint tenancy laws.
All I Need Is a Will, Right?All too often I am asked this question at seminars or in response to my newspaper ads relative to Estate Planning. The Questioners have a genuine concern for their families and a realistic approach to life. Those who fail to ask this question leave their fate in the hands of someone in a black robe in a Probate Court with costs and fees to be paid by their families.
Estate Planning and Your PetsYou have diligently outlined what should become of your children in the event of your death or disability. You’ve planned your estate, appointed guardians and possibly even shared your estate plan with family members and trusted caretakers. But doesn’t something feel as if it’s missing? Perhaps you need to plan provisions for what should become of your pets once you are no longer able to care for them.
Estate Planning – The Most Common MistakesCompiled is a list of some of the most common mistakes individuals make in estate planning. Please review the list, but also plan to meet with a qualified attorney to review your unique estate.
The Living TrustContrasts the differences and over views the advantages of a living trust over a simple will or testamentary trust.
Intestancy: Passing Without Estate Planning - What Happens?Overviews the process of intenstancy laws when one dies without leaving a will or trust as part of their financial planning.
Do You Really Need A Will?A will is a document in which a person declares what they want done with their property at the time of death. This is an overview of common misconceptions about a last will and testament.
Selecting an Advantageous Trusts and Estate LawyerBriefly describes how to find the right attorney to handle trusts and estate planning.
The Contingency Lawyer Wants Your Assets!On why asset protection is vital to protect your assets from opportunists aided by contingency lawyers.
Is Estate Planning for Everyone?Is it necessary to have an estate plan?

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