The Most Important Estate Planning Documents
Making sure you have the right estate planning documents is one of the simplest ways to have a positive impact on your family's future.
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8 Reliable Ways to Protect a Real Estate Asset
Adopting different asset protection strategies for your real estate will secure your property.
How asset protection strategies can help shield your wealth
Far too many affluent families and individuals don’t take necessary measures to protect their assets and livelihoods.
Your estate plan may need updating to reflect new tax rules
Even though big exemptions probably mean that you are not currently exposed to the federal estate tax, your estate plan may still need updating.
How To Make Your Digital Life Part Of Your Estate Plan
Most people have a broader and more robust digital life than they realize, and that digital life has to be integrated into their estate plans.
How Luke Perry’s Estate Maximized This Unique California Tax Shelter
In the eight months since his passing, it has become clear that unlike most celebrity estates, Luke Perry was financially savvy.
A Dangerous Paradox in Wealth Management
Like most wealthy individuals, your clients likely have a significant portion of their net worth held in what are called unique assets.
