Selecting a Good Trustee – Factors to Consider …

WHAT TO LOOK FOR IN A TRUSTEE When selecting a Trustee the most important qualities are honesty, stability, dependability, organization, financial experience, and ability to…

Asset Protection-Joint Tenancy and Intentionally Defective Irrevocable …

Ask any lawyer, accountant, life insurance agent, financial planner, mortgage brokers, stock brokers, or any lay person for his definition of asset protection and he…

Estate Planning and Trusts

A CONTRACT is defined from the Latin word contractus. An agreement between two or more parties, especially one that is written and enforceable by “law.”…

Choosing the Right Trustee

Trusts can be used to accomplish any number of estate planning goals. But the success of a trust strategy often depends on how well the…

Financial & Estate Planning For the Dual Income …

In today’s world, it is more common than ever to find dual income households. Recent estimates by the Department of Labor find that women comprise…

Asset Protection With A Family Security Trust

“Americans”, it is sometimes said,” like to have their cake and eat it too”. If you’ve worked hard to create financial security for yourself and…

Why Everyone Needs At Least a Living …

There is one thing we all share in common: our days on this planet will come to an end – probably by surprise. That is…