Does a Dynasty Trust Make Sense for Your Family

Posted on: April 18th, 2017
Earlier this year, NBA team owner Gail Miller made headlines when she announced that she was effectively no longer the owner of the Utah Jazz or the Vivint Smart Home Arena. These assets, she said, were being placed into a family trust, therefore raising interest in an estate planning tool previously known only to the very wealthy­–the dynasty trust....

Safeguarding Your Estate Plan Against Three Worst-Case Scenarios

Posted on: April 11th, 2017
Even with an estate plan, things can always happen that may cause confusion for the estate–or threaten the plan altogether. Below are three examples of worst-case scenarios and ways to demonstrate how a carefully crafted plan can address issues, from the predictable to the total surprise....

Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests

Posted on: April 4th, 2017
One misconception people have about life insurance is that naming beneficiaries is all you have to do to ensure the benefits of life insurance will be available for a surviving spouse, children, or other intended beneficiary. Life insurance is an important estate planning tool, but without certain protections in place, there's no guarantee that your spouse or children will receive the benefit of your purchase of life insurance....

How You Can Build an Estate Plan that Includes Asset Protection

Posted on: March 28th, 2017
Much of estate planning has to do with the way a person’s assets will be distributed upon their death. But that’s only the tip of the iceberg. From incapacity planning to probate avoidance, there is a lot that goes into crafting a comprehensive estate plan. One important factor to consider is asset protection. ...

5 Reasons to Embrace the Emotional Side of Estate Planning

Posted on: March 21st, 2017
When you hear the phrase “estate plan,” you might first think about paperwork. Or your mind might land on some of the uncomfortable topics that estate planning confronts head-on: end-of-life decisions, incapacity, and your family’s legacy from generation to generation. Those subjects hit home for everyone. ...

How Adding a Trust Protector Can Help You and Your Family

Posted on: March 14th, 2017
A Trust Protector is another member of the estate planning “cast” that you must consider adding to your trust. Their primary duty is to oversee the trust and make sure your intentions are carried out, even when an unforeseen change in the law or other challenge occurs. They can also be given other duties, specific to your needs, your trust, and your beneficiaries....
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