Do you have a larger estate? This is the entity that will protect your assets, provide tax benefits for your heirs and allow you to retain control. A Family Limited Partnership is becoming one of the most popular methods to pass the equity in a larger estate to the heirs at a discounted tax rate, while retaining control, and at the same time, protecting the assets from lawsuits. read more >>

 Protect, Provide and Profit With a Family Limited Partnership: Download

Using this method of charitable giving, you can actually give your assets away and keep them. It’s like having your cake and eating it, too! read more >>

 Charitable Remainder Trust: Having Your Cake & Eating It Too: Download

It is a good idea to review your Living Trust and Schedule every year. Life changes rapidly and we have seen too many cases where an ex-spouse or deceased relative is still named as Successor Trustee of a Trust! Make sure that your documents reflect what your current wishes are. It doesn’t take long to review your documents… read more >>

 Revocable Living Trust - Six Point Yearly Checkup: Download

Now, you might say: “I don’t need a trust. I don’t have a large estate. I don’t need fancy planning. It’s too expensive anyway. And complicated. So I just don’t need a trust!”

And so you ask: “Why would I want to have a trust?”

I’m going to describe in a few simple words why you will benefit from a trust.

First, let me explain what a trust is. A trust is a . . . read more >>

 Top 10 Reasons You Need A Living Trust: Download