Tag Archives for " Asset Protection "

Apr 13

The Key Differences Between Wills and Trusts

What are the key differences between wills and trusts? When discussing estate planning, a will is what most people think of first. Indeed, wills have been the most popular method for passing on assets to heirs for hundreds of years. But wills aren’t your only option. And if you rely on a will alone to […]

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Sep 29

What to Do With Surplus Cash: Pay Down Debt, Spend or Invest?

When you come into a cash surplus from a company bonus, a tax refund, an inheritance or something similar, you might find yourself having to decide what to do with the money you receive. So, what do you do when you’re faced with this difficult question: What to do with surplus cash: pay down debt, […]

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Aug 18

Planning to Protect Your Assets

Planning to protect your assets is an important step to take in safeguarding your hard-earned assets from being lost, inadvertently, because you overlooked something important.​The most foundational level of asset protection is to plan for what will happen to your assets in the event of your incapacity or death because you are 100% guaranteed to […]

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