4 Ways Wise Planning Can Protect Your Family’s Assets

13 August 2019

4 Ways Wise Planning Can Protect Your Family’s Assets

While most people assume only the uber wealthy need to worry about asset protection, those with less wealth and fewer assets may be at even greater risk. For example, if you’re a multi-millionaire, a $50,000 judgment against you might not be that big of a burden. But for a family with a modest income, home, and savings, it could be catastrophic.

How to Protect Your Real Estate Assets

1 August 2019

How to Protect Your Real Estate Assets

If you own real estate, chances are you have purchased insurance to protect your assets against damage or loss.  But have you taken the necessary steps to protect your assets against lawsuits or probate?

If you own rental properties, there is likely a nagging fear in the back of your mind about being sued by one of your tenants.  And if there isn’t, there probably should be.  It’s a major risk.

4 Critical Estate Planning Tasks to Complete Before Going on Vacation

26 July 2019

 

 4 Critical Estate Planning Tasks to Complete Before Going on Vacation

 

Going on vacation entails lots of planning: packing luggage, buying plane tickets, making hotel reservations, and confirming rental vehicles. But one thing many people forget to do is plan for the worst. Traveling, especially in foreign destinations, means you’ll likely be at greater risk than usual for illness, injury, and even death.

3 Major Benefits of Structuring Your Business As An LLC or S Corporation

2 July 2019

3 Major Benefits of Structuring Your Business As An LLC or S Corporation

 

One of the smartest moves you can make as an entrepreneur is to structure your business as a limited liability company (LLC) or an S Corporation. You’re probably aware that both LLCs and corporations can protect your personal assets from debts and lawsuits incurred by your business, but they also offer other key benefits that you might not know about.

 

The Real Cost To Your Family: Not Planning For Incapacity

4 June 2019

 

 The Real Cost To Your Family: Not Planning For Incapacity

 

When it comes to estate planning, most people automatically think about taking legal steps to ensure the right people inherit their stuff when they die. And these people aren’t wrong.

 

Indeed, putting strategies in place to protect and pass on your wealth and other assets is a fundamental part of the planning equation. However, providing for the proper distribution of your assets upon your death is just one part of the process.

LIFT Presentation

13 May 2019

Entrepreneurs --

Do You Have Holes in the Foundation of Your Business?

 

When you started your business, did you begin with the end in mind?  Did you lay a solid foundation for that business to grow on?

 

Did you build your buisness like you mean it?

5 Common Estate Planning Mistakes and How to Avoid Them

30 April 2019

5 Common Estate Planning Mistakes and How to Avoid Them

 

Since estate planning involves thinking about death, many people put it off until their senior years or simply ignore it all together until it becomes too late. This kind of unwillingness to face or plan for reality can create major hardship, expense, and mess for the loved ones and assets you leave behind.

 

Don’t Let Your Elderly Parents Become Victims of the Grandparent Scam

2 April 2019

Don’t Let Your Elderly Parents Become Victims of the Grandparent Scam

 

Imagine this… You are an elderly grandparent who lives alone.

You get a call in the middle of the night from your college-aged granddaughter. She’s frantic and crying, telling you she was mistakenly arrested while vacationing in Cancun.

 

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