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Discretionary / Continuing Trusts – How to Protect Beneficiaries and Their Inheritance from Bad Decisions, Divorce or Outside Influences

Although leaving your hard-earned assets outright to your adult children, grandchildren, or other beneficiaries after you die may seem like the easiest and most desired form of distribution for the beneficiaries, this scheme will make their inheritance easier prey for creditors, predators (e.g. lawsuits), and divorcing spouses.  Instead, consider using discretionary trusts (aka continuing trusts) for

2019-08-13T13:16:57-07:00July 28th, 2019|Tags: , , , , , |

3 Liability Planning Tips for Physicians

You probably know that the practice of medicine is a profession fraught with the risk of liability.  It’s not just medical malpractice claims either (although those are certainly scary enough). It’s the entire scope of risk from being in business, including employment-related issues, careless business partners and employees, and contractual obligations, as well as personal liabilities. 

2019-02-07T17:09:32-07:00February 7th, 2019|Tags: , , , , |

5 Reasons to Protect Your Retirement Accounts Now

During your lifetime, your retirement account has good asset protection, but as soon as you pass that account to a loved one, that protection evaporates. This means one lawsuit and POOF! Your life long, hard earned savings could be gone. Your heirs could be left penniless. Fortunately, there is a solution to this problem.  A special

2019-01-24T09:24:35-07:00January 24th, 2019|Tags: , , , , |