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Friends Don’t Let Friends Go Without an Estate Plan
How to have the estate planning conversation with the people you love without making it weird.There’s a phrase most of us remember from decades past: “Friends don’t let friends drive drunk.” It was simple, direct, and it worked, because it...
Trump Accounts: What Every Parent of a Baby Born 2025–2028 Needs to Know
If your baby was born on or after January 1, 2025, the federal government has set aside $1,000 for your child. The account is available now. Contributions opened on July 4, 2026. And most families have not yet taken the step to claim it.The account is called a Trump...
Asset Protection Trusts for Business Owners: Who Needs One and When to Act
Four years before a wrongful termination lawsuit landed on his desk, Marcus transferred his investment real estate portfolio into a lifetime asset protection trust.There was no lawsuit on the horizon. There was no specific threat he was trying to outrun. There was...
Asset Protection Trusts for Business Owners: How They Work
The lawsuit came from a contract dispute with a former vendor. By the time it was resolved, the business owner had spent fourteen months in litigation, paid six figures in legal fees, and watched a judgment place a lien on real estate he had spent two decades...