It’s a whole new world for estate planning – from an all-time high estate tax exemption that may soon be cut in half (without further action by Congress), to the prospect of higher taxes, larger inheritances, complicated family dynamics, rising rates of divorce and litigation, and electronic data – the list goes on and on. In this environment of uncertainty, estate planning attorney Marvin Blum provides these 10 questions that clients and their planners can explore to identify clients’ most pressing needs in this rapidly changing estate planning environment.
SMRU 1928493 | Exp. 2/4/24
Did you know that the way your assets are titled can either weaken or strengthen your overall asset protection? Listen to Nautilus CVP Kathryn Rodgers explain how the assets should be titled to provide a greater level of protection from creditors, forced liquidations, or ex-spouses, and then let’s talk.
SMRU 1673638 | exp. 4/29/22
Many dream of their part-time gig or hobby growing into a full-time business. However, without the right liability protection, it can quickly become a nightmare. Read this article to learn some of the basic steps business owners can take to protect both their business and personal assets.
How can business owners best protect their families and lifestyle?