Did You Know 86% of Trusts DO NOT WORK? Discover Where Problems Typically Exist & and Opportunities You Have to Improve Your Planning With This Free Guide

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Select from our free reports that will guide you on your Estate Planning journey.

Elder Law

Are_your_Accounts_Truly_Safe Are Your Bank Accounts Truly Safe? Using FDIC insurance to make sure your accounts are fully protected.

Aid_and_Attendance-1

Aid & Attendance Special Care Pensions – If you served during wartime and need daily assistance, you may qualify for this special pension.

Funeral_Options

Funeral Planning: Options for You and Your Family – Don’t let your family become overwhelmed when you pass, plan now so everyone has an easier time.

Getting_peace_of_mind

Getting Peace of Mind – Plan for all of life’s contingencies, denial offers no protection.

How_to_Set_the_stage_for_your_medicaid_eligibility

How to Set the Stage for Your Medicaid Eligibility – Applying for Medicaid can be tricky and there is a lot of conflicting information out there, this guide can help.
   

 Estate Planning

Charity_begins_at_home Charity Begins at Home – Americans give more than anyone else, find out the hidden benefits to your own generosity.

Dont_Foreget_about_Rover

Don’t Forget About Rover – Don’t forget about your pets when making your estate plans. They were devoted to you, make sure someone is able to take care of them.

Fifteen_Practical_Reasons_to_Do_Estate_planning

Fifteen Practical Reasons to Do Estate Planning – Avoiding probate, protecting your assets, preserving your home and much more

Homosexual_couples_face_special_challenges_in_estate_planning

Same Sex Couples Face Special Challenges in Estate Planning – There are an estimated one and a half million same sex couples over 50 years old right now, and that number is expected to explode.

Living_trusts,_calculating_the_benefits

Living Trusts: Calculating the Benefits – Avoid legal problems, lower taxes and more privacy. Find out all the reasons a Living Trust is recommended for you.

Special_Planning_For_a_Special_Needs_Child

Special Planning for A Special Needs Child – Peace of mind  can be found with a custom-designed estate plan to care for your special needs child.

The_dangers_of_do_it_yourself_wills_and_living_trusts

The Dangers of Do It Yourself Wills and Living Trusts – You can print out all sorts of things from the internet, why not a pre-made will? We’ll tell you why it’s a bad idea.

the_trouble_with_joint_tenancy

The Trouble with Joint Tenancy – Some people try to use joint tenancy as a substitute for a real estate plan, find out why that’s a bad idea.

The_Impact_of_Divorce_on_estate_planning

The Impact of Divorce on Your Estate Planning – Preparing for a divorce is critical, whether it is you or your heirs getting one.

Using_IRAs_for_estate_planning-1

Using Individual Retirement Accounts for Estate Planning – An Individual Retirement Account (IRA) should be simple, but the IRS has other ideas.
Getting_The_Most_Out_of_Your_Life_Insurance Get the Most Out of Your Life Insurance – Get insurance now and make it work for you to avoid potentially devastating consequences for your loved ones.

Estate & Asset Protection Planning

 

Asset_Protection_Report

Asset Protection Report – Americans can be sued anytime, anywhere for anything. Find  out how to protect yourself.

Planning_it_Right_the_first_time

Planning It Right The First Time – Don’t do your loved ones the disservice of failing to plan for every contingency.

How_to_use_a_family_limited_partnership_to_protect_your_assets

How to Use A Family Limited Partnership to Protect Your Assets – Worried about being sued? You should be.

How_to_use_an_LLC_to_protect_your_assets

How to Use A Limited Liability Company to Protect Your Assets – There are over 18 million lawsuits in the United States each year, and the number is rising! Protect the company you’ve built with an LLC.

Special_Valuation_of_Real_Property

Special Valuation Benefits for Real Property – Tax valuation benefits available to farms or other business real property
   

Probate & Estate Administration

Family_Wealth_Trust Family Wealth Trust – Looking after financial assets are only part of your planning process.

Living_the_Probate_nightmare

Living the Probate Nightmare – The ever-growing threat of becoming seriously ill or injured can be worse than death.

Probate_a_Process_not_a_Problem

Probate – A Process, Not a Problem – While it can be a headache, probate does offer a solid legal framework for those who prepared and retained legal counsel.

Probate_-_What_every_senior_should_know

Probate: What Every Senior Should Know – The majority of probate cases revolve around the affairs of those age 60 and over.

Trust_administration

Trust Administration – Proper Prior Planning Prevents Problems.

Where_theres_a_will_theres_probate

Where There’s a Will, There’s Probate – Contrary to popular opinion, wills do not help you or your family avoid the costly and time-consuming process of probate.