Legal documents, such as wills and powers of attorney, can help you control and protect your property. However, most fail to use their legal documents to their advantage. Many fail to realize that their legal documents don’t work the way that they expect or intend with their overarching estate plan. If done correctly along with […]
Real estate can be an excellent investment under the right circumstances. When it comes to owning an investment property, what are your options when you’re interested in moving on? In this episode, Bill explains the concept of the real estate exchange, a method of replacing one investment property with another, without having to foot a […]
It seems that everyone wants to sell you an annuity for every situation. While annuities sound like safe investment options, they aren’t nearly as good as they sound. Annuities are often complicated legal contracts that consumers do not fully understand. People just don’t know what they’re purchasing. In essence, you are giving up control of […]
Families frequently come to our law office seeking help for a long term care crisis. Long-term care needs cause the loss of independence and the depletion of assets and they know we can help. In one instance, a couple saved enough cash and retirement assets to support them for their lifetime. However, one spouse’s chronic […]
Basic asset protection planning consists of four main components to make sure you are well protected. The first and most important component is a good liability insurance policy—and that normally means an umbrella policy to give you adequate coverage. You need to take care of this component first, which makes the other components work. Secure […]
If you own a corporation or LLC, Google “Corporate Transparency Act” and file your report before the end of the year. Don’t be fined $500.00 per day for failing to file.