Integrated Estate Planning
Many attorneys feel Estate Planning is primarily post-mortem planning. We believe it very much involves current financial planning combined with contingency planning for the time when a family member becomes incapacitated or passes on. It involves positioning assets for easy transfer, contiguous management and protection in addition to wills, trusts, and most importantly tax planning for the estate.
This article is designed to introduce you to the importance of asset planning and the need to protect your wealth. It is published as part of general information series for visitors to our web site. If you need to pursue an asset protection strategy, make sure you do it with the assistance of a professional.
You need a contract." Every lawyer you have ever spoken to has likely uttered those words at one time or another. Of course to the business owner, someone who has perhaps been successful for years on a handshake or a one page do-it-yourself document, it sounds like a waste of money.......Read more...