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Articles Posted in Asset Protection

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The Importance of Reviewing Digital Asset Estate Plans

The world has changed substantially over the last few decades including in regards to estate planning. Even if you have a detailed estate plan, reviewing and updating the terms of the estate plan as appropriate is still critical. Due to advances with healthcare, more people are living longer and understandably…

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A Few Ways to Increase Your Retirement Savings in 2022

As the new year begins, new opportunities are created for people to make the most out of their finances. Currently, the country is proceeding through the “Great Reshuffle”, which is seeing a large number of workers leave their jobs and make new ones. While many workers want to do their…

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Estate Planning Issues to Address Before 2021 Is Over

As we approach the end of 2021, you should remember to consider and approach many aspects of estate planning. There are also several considerations given potential legislative changes. You should make sure to review your end-of-year estate planning concerns now instead of waiting. This article reviews some of the important…

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California Court Resolves Ownership Presumptions in Probate Disputes

Family law addresses the rights of family members including spouses during marriages as well as after divorce. When one spouse passes away, however, complex estate planning issues can arise.    In the recent Third District case of In Estate of Wall, a federal district court held that title presumption had…

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