Blog Articles
Safeguard Your Children's Inheritance With a Lifetime Asset Protection Trust
Last week, we discussed the benefits of a unique estate planning vehicle known as a Lifetime Asset Protection Trust (LAPT). We referenced this planning tool in the context of how it could have protected Clare Bronfman, the heiress to the multi-billion-dollar Seagram's fortune, who was manipulated into blowing much of her $200 million inheritance by financing the cult-like group known as Nxivm.
5 Common Estate Planning Mistakes and How to Avoid Them
Since estate planning involves thinking about death, many people put it off. This kind of unwillingness to face reality can create major hardship, expense, and mess for the loved ones and assets you leave behind. So how do you avoid making estate planning mistakes?
4 Warning Signs Your Elderly Relative May Be the Victim of Financial Abuse
While physical abuse is often easy to spot, elderly financial abuse can be more difficult to detect, as victims often have no idea they're being swindled until their money suddenly vanishes. So, what are the 4 warning signs your elderly relative may be the victim of financial abuse?
Supreme Court Case Could Impact LGBTQ Adoption, But Estate Planning Offers Alternate Options
Starting with our Kids Protection Plan®, couples can name the non-biological parent as the child's legal guardian, both for the short-term and the long-term, while confidentially excluding anyone the biological parent thinks may challenge their wishes.