The Dynamic Duo of Your Financial Future: How Estate Planning Lawyers and Financial Advisors Collaborate
When you decide it’s time to get serious about your future, you might be surprised to learn that you need not one but two professionals in your corner: an estate planning lawyer and a financial advisor. Many assume these roles are interchangeable or that one professional can handle it all. Spoiler alert: they are two […]
The Power of Trusts in Protecting Your Legacy
The Graceland scam highlights a chilling reality: when someone passes away, their estate often becomes public record. This means anyone, including opportunistic scammers, can access details about your assets and your beneficiaries. This vulnerability can lead to various schemes, from simple pressure tactics to complex legal maneuvers aimed at diverting your hard-earned wealth. How Trusts […]
Safeguarding Your Future as a Physician
If you’re a new doctor building your practice or a seasoned physician branching out on your own, it’s time to give serious thought to asset protection planning. Did you know that doctors are among the top professionals targeted in lawsuits? It’s not a matter of “if” but “when” you might face a claim. In New […]
What is a Postnuptial Agreement? Protecting Your Assets and Your Legacy
While the idea of a “prenup” is well-known, postnuptial agreements are often overlooked. These agreements, signed after marriage, can be a vital part of your estate plan. They provide clarity and protection, particularly as your life and circumstances change. What is a Postnuptial Agreement? A postnuptial agreement is a legal contract between spouses outlining the […]
New Home Contract? Now’s the Time to Consider a Trust
You’ve found your dream home and your offer’s been accepted – this is an exciting time! As you approach closing, your agent, attorney, or title company will ask how you’d like to hold the title to the property. While individual ownership is common, placing your new house into a trust right from the start has […]
Why Setting Up a Trust is a Smart Move When Buying a New Home
Buying a new home is more than just a significant financial investment; it’s a key component of your overall estate. As you embark on this exciting journey, it’s crucial to consider how this asset will be managed, both now and in the future. One effective strategy for managing real estate assets is setting up a […]
Why an Elder Law Attorney Is Critical When Planning
If there is an aging loved one in your life or you have personal concerns about future health and finances, an elder law attorney can be a valuable resource for planning. Elder law is a highly specialized area of law focusing on the legal needs of older adults encompassing more significant issues like long-term health […]