Estate Planning

As a financial planner, it’s astonishing to see wealthy individuals, like music legends Michael Jackson, Jimi Hendrix, Bob Marley, and Amy Winehouse, who pass away without a will or estate plan. These individuals have so much to protect, including real estate, intellectual property, and tangible assets worth millions of dollars, yet they don’t take the …

The Importance of an Estate Plan Read More »

Key Takeaways: Understand the basics of how premarital assets are viewed versus postmarital assets. Prenups can make sense if you have children from a previous marriage. A domestic asset protection trust can give you certain benefits of both a revocable trust and an irrevocable trust. Marriage is one of life’s biggest milestones. Unfortunately, for many …

Safeguarding Assets from an Ex-Spouse Read More »