asset protection

September 27, 2024

Planning For High-Risk Professionals

Planning for High-Risk Professionals: Protecting Your Assets with Strategic Estate Planning Estate planning is essential for everyone, but for high-risk professionals, it’s more than just a […]
August 9, 2024

Should You Consider Obtaining a Letter of Competency?

Imagine a scenario where an estranged family member, perhaps a son-in-law you’ve never fully trusted, or an ex-spouse who continues to cause trouble years after your […]
July 12, 2024

If There Is No Estate Tax, Do You Still Need an Estate Plan

A common question we are asked is if there is no estate tax, is there still a need for an estate plan? If a person passes […]
June 21, 2024

Preserving Your Legacy: What Entrepreneurs Should Know About Estate Planning

Many entrepreneurs refer to their business as their “baby” and rightfully so. Like a child, entrepreneurs nurture their business from an idea through conception, to growth, […]
June 12, 2024

Should You Update Your Estate Plan After You Move Out Of State?

Each year, more and more Americans are relocating to different states. Between 2021 and 2022, 8.2 million people moved. In 2023, 25.6 million Americans moved. Amid […]
May 23, 2024

Six Reasons Why Estate Planning is Important to Family Farmers

Estate planning is a crucial process for anyone with assets and family responsibilities, but it holds particular significance for farmers. The agricultural sector is unique in […]
February 23, 2024

Managing a Medicaid Crisis

Managing a Medicaid Crisis is essential when an individual enters a long-term care facility without prior planning for long-term care costs. In recent years, nursing home […]
February 9, 2024

A Will is a Key Component, But It’s Not Enough

When considering estate planning, most people immediately think about drafting a will. While a will is indeed crucial for many planning goals, it’s essential to understand […]
December 12, 2023

Holiday Reflections: Keeping Your Plans in Check

As we approach the holiday season and 2023 comes to an end, it’s a natural time to think about the year and the changes that have […]
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