Asset Protection Articles

Durable Power of Attorney

A durable power of attorney should be an integral part of any estate plan.  While estate planning is considered by most to be a plan to settle your estate upon your death, it is often overlooked as a way to manage your...

Dynasty Trusts

Sooner or later it dawns on us that taking our wealth with us when we check out is not an option.  Leaving it to Junior who, with various body piercings, tattoos, and questionable friends, is interested in spending, not managing, the wealth, is also not...

Multi-Family Estate Planning

The multiple family household provides different estate-planning challenges.  When either or both parents have children from prior marriages a fair distribution of property upon the first death often requires...

Insurance Companies and the Stock Market

Hurricanes aren’t the only natural disasters that haunt insurance companies.  Low interest rates and an anemic stock market can be just as disastrous when it comes to insurance...

Special Needs Trusts

A Fathers’ Day column by Sports Illustrated® writer, Rick Reilly, brought to mind how important it is that we plan for special children who may need extra care throughout their lives. Reilly told the story of a father and his son, who together were able to accomplish...

Wealth Preservation Trusts

“Put not your trust in money, but put your money in trust,” advocated the late Oliver Wendell Holmes.  Today, trusts play an important part for those wishing to preserve wealth for multiple generations, protect assets, and...