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Keeping control with a living trust:
Living trust centered estate planning protects yourself, your spouse, and your descendants while avoiding delay, and probate through disability and death.
First steps you can take now > -
Protecting your children’s inheritance:
The wealth your children inherit from you may be lost to their creditors, lawsuits, spouses, divorces, or bankruptcies without proper planning.
First steps you can take now> -
In-laws claiming your grandchildren’s inheritance:
Most estate plans inadvertently disinherit grandchildren when a child dies. Your wealth may go to your in-laws instead of your family.
First steps you can take now >
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A loved one has died and you are the executor:
Regardless of whether or not there is a will or trust, you have deadlines, duties, and potential liability even for the simplest estates.
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A loved one has died and you may be a beneficiary:
Timely action to learn your status and assert your rights is critical—without seeming too eager, greedy, or mistrustful.
First steps you can take now > -
A catastrophic lawsuit taking your life savings?
Place your assets outside the reach of potential future creditors for uninsured or under-insured losses.
First steps you can take now >