Accounting for Foreign Assets in Estate Planning

In today’s rapidly globalizing economy, diplomats, government officials, travel representatives, and employees of major international companies are not the only ones who have access to overseas travel and communication. Standard, everyday people such as immigrants or simply people with family abroad may all have assets Read More …

What Can the Childless Leave Behind?

A Legacy with No Heirs: What You Can Still Leave Behind When we pass on, what do we leave behind in our estate plan, and to whom? For some people, it is easy to think that they will just pass on their legacy to their Read More …

How to Create a Digital Estate Plan

When we think of estate planning, traditionally assets like cars, homes, art collections and other valuables come to mind. In recent decades, however, the advent of technology and the internet has brought nearly limitless storage for information, pictures, videos, music, money, and therefore, many different Read More …

How to Survive a Medicaid Fraud Investigation

Receiving a Medicaid fraud letter can be intimidating. Alone, the average person does not possess adequate knowledge to understand why they are being interviewed, and where their Medicaid fraud investigation may lead. Without proper guidance from an experienced professional, they may end up tarnishing their Read More …

Estate Planning for the Unmarried

Wills are often regarded as the most reliable way to safeguard our assets after we pass away by passing them on to our children and spouses. However, though we tend to think that estate planning is only a matter of concern for married couples and Read More …

Ethical Wills – Passing Down Values Along with Wealth

Before we pass away, we often find ourselves thinking about what we will leave behind for future generations. While leaving our heirs and inheritance is certainly important to most people, many wonder if anything else can be passed along that is intangible – something that Read More …

How to Avoid Estate Planning Schemes

It is an unfortunate fact that immoral estate advisors prey upon elders and their families and can bilk thousands if not millions of hard-earned dollars, but it is a fact that must be dealt with. As Florida estate appraiser Franchise Kent says, “ Death brings Read More …

Passing On More Than Just Wealth: The Pros and Cons of Incentive Trusts

As parents and grandparents, we inherently hope that our children and grandchildren will act responsibly when handling an inheritance, regardless of its size. However, the pressure and responsibility that comes with inheriting wealth from loved ones are things that some children and young adults can Read More …

Three Emergency Documents for Entrepreneurial Estate Planning

With great power comes great responsibility, and entrepreneurship is definitely a tremendous responsibility. More often than not, a business is a one-man team, and entrepreneurs, like all human beings, sometimes encounter unforeseen circumstances. Moments like these call for proper estate planning, particularly for three emergency Read More …