Personal Finances | Estate Planning

Why You Need a Digital Will (Online-Only Article)

A digital will manages your online assets after death. List accounts, appoint an executor, and include it with your estate plans to protect against fraud and ensure your wishes are met.

Personal Finances | Estate Planning

7 Steps To Safeguard Your Family

Keep your estate planning documents current and regularly update beneficiary designations to protect your family's financial and healthcare decisions.

Personal Finances | Estate Planning

Six Strategies to Avoid Costly Probate

Simplify estate planning and protect your family with the highlighted six strategies. Avoid probate complexities and costs, saving time and preserving privacy.

Personal Finances | Estate Planning

Get Ready For The New Estate Tax Rules

An estate tax hike is coming. So, act now to save your family millions.

Personal Finances | Estate Planning

Four Steps To Protect Your Digital Assets

Your world comprises myriad digital assets. In the event of your death how will your loved ones access your email, social media, online financial accounts, subscriptions, and digital medical records? Use this 4-step checklist to ensure a smooth process for your survivors during that stressful time.

Personal Finances | Estate Planning

What To Do If You’re Named Executor Of An Estate

If you agree to take on the formidable responsibility of being the executor of an estate, follow these 6 strategies to reduce your risk of legal liability.

Personal Finances | Estate Planning

Key Strategies To Protect Your Assets

You’ve spent your entire career building your family’s wealth, but unless you’ve implemented these 10 strategies, you’re vulnerable to the claims of potential creditors.

Personal Finances | Estate Planning

Act Now To Protect Your Wealth From Higher Estate Taxes

Unprecedented government spending programs have made tax hikes on estate and gift taxes inevitable. Use these 10 strategies to shield your wealth now, before it’s too late.

Personal Finances | Estate Planning

Is Your Family Protected?

Planning for your death or disability isn’t a pleasant task. However, failing to do so places undue stress and hardship on your loved ones. Follow these 7 steps to ensure proper planning to help safeguard your family.

Personal Finances | Estate Planning

How Low Interest Rates Can Boost Your Tax Savings From A Charitable Lead Trust

Are you a charitable giver? If so, due to record-low interest rates, now’s an excellent time to set up a Charitable Lead Trust. When properly structured, this trust helps you benefit the charities of your choice, while generating a super-charged income tax deduction.

Personal Finances | Estate Planning

Smart Moves To Save Millions By Dodging Future Tax Hikes

With the current record-high federal estate and gift tax exemption expiring in 2025, doctors should plan now (starting with these 3 strategies!) to protect their net worth.

Personal Finances | Estate Planning

Three Strategies To Avoid Becoming “The Richest Man In The Graveyard”

We help you develop a plan to successfully manage the unexpected.

Personal Finances | Estate Planning

How To Avoid The 6 Most Common Estate Planning Mistakes

Planning for your death is uncomfortable. But even more uncomfortable is costing your family MILLIONS of dollars from estate planning missteps that were easily avoidable.

Personal Finances | Estate Planning

Don't Wait For A Tragedy To Tune Up Your Estate Plan

Sadly, very few doctors have done a superb job of advanced estate planning. Make sure your family is protected using these 8 steps.

Personal Finances | Estate Planning

Have You Protected Your Family?

It's painful to discuss death, but it's far worse to leave your family in a huge legal mess. Follow these 7 steps to get your estate planning in order now.

Personal Finances | Estate Planning

Avoid Estate Planning Mistakes That Can Cost Your Family Millions

Ensure you have a firm grasp on these 7 aspects of estate planning so you can avoid unnecessary taxes.

Personal Finances | Estate Planning

Protect Your Child's Inheritance With A “Backdoor Prenup”

Safeguard your legacy with these sophisticated asset protection strategies.

Personal Finances | Estate Planning

Don't Lose $2,196,000 To This Estate Tax Trap!

To avoid overlooking this huge tax benefit, be sure to place a copy of this article with your estate planning documents.

Personal Finances | Estate Planning

Wake Up! Two Reasons To Take Action On Your Estate Planning Now

Doctors who act promptly can implement strategies that can dramatically reduce potential federal and state income and death taxes before the new rules go into effect.

Personal Finances | Estate Planning

Is Your Estate Planning In Order?

Implement these 7 strategies now to protect your family after you're gone.

Personal Finances | Estate Planning

Your Children's Inheritance – How Much Is Too Much?

This approach attempts to strike a delicate balance between disinheriting the children, and ruining them with too much money.

Personal Finances | Estate Planning

Generate Tax Savings With A Conservation Easement

Here's how to protect both the environment and your tax breaks!

Personal Finances | Estate Planning

How To Safeguard Your Asset Protection Plan (Online-Only Article)

Make sure you're not guilty of these 5 costly mistakes that can neutralize your plan's effectiveness.

Personal Finances | Estate Planning

Protect Your Family With A Letter Of Last Instruction

Your survivors will appreciate your thoughtfulness and foresight in preparing this document so as to ease their stress and provide peace of mind that your final wishes are carried out.

Personal Finances | Estate Planning

Understanding The Basics Of Asset Protection (Online-Only Article)

Concerned about the threat of ever-rising litigation that could consume your hard-earned assets? Here's how to effectively protect them.

Personal Finances | Estate Planning

Slash Estate Taxes Using A Family Limited Partnership (FLP) And Grantor Retained Annuity Trust (GRAT)

MILLIONS of dollars in estate taxes could be saved by using this lucrative technique!

Personal Finances | Estate Planning

Another Unconventional Estate Planning Strategy That Can Save You A Bundle In Income Taxes

Handling inherited property this way could save you hundreds of thousands of dollars in federal and state income taxes!

Personal Finances | Estate Planning

Unconventional Estate Planning Strategies That Can Save A Bundle In Income Taxes

One little-known technique for dealing with inherited property saved one of our clients $62,500 in taxes!

Personal Finances | Estate Planning

8 More Strategies To Slash Taxes And Protect Wealth Using FLPs/LLCs

You may use family limited partnerships and limited liability companies to help slash college costs, but don’t miss all the other ways they can help you save thousands!

Personal Finances | Estate Planning

Protect Your Family With A Durable Power Of Attorney

Have you made arrangements for if you become disabled or legally incompetent due to serious illness or accident?

Personal Finances | Estate Planning

A Unique Strategy To Protect Your Assets In The Event Of Divorce

A family limited partnership is commonly used for educational funding purposes, but that’s not the only thing this asset protection device is good for.

Personal Finances | Estate Planning

Three Estate Planning Mistakes That Can Cost You Thousands

When making plans for elderly relatives’ estates & assets, make sure to consider these factors in order to come out ahead!

Personal Finances | Estate Planning

Use An Irrevocable Life Insurance Trust to Gain Five Benefits

Most doctors assume that life insurance proceeds will be tax-free at their death, but they would be mistaken!

Personal Finances | Estate Planning

Use The “Perfect Storm” To Create Huge Estate Tax Savings For High Net Worth Doctors

Congress finally updated the estate tax law. Doctors should act now to take advantage of the newly added provisions.

Personal Finances | Estate Planning

6 Estate Planning Strategies That Every Doctor Needs

Half of doctors we meet with either don't have any estate planning documents or have outdated documents. Don't leave your family unprotected.

Personal Finances | Estate Planning

Take Time to Review Your Beneficiary Designation Forms and Avoid Financial Disaster

Failing to properly complete/update beneficiary designation forms could prove disastrous. Have you reviewed your forms lately?

Personal Finances | Estate Planning

Improve Asset Protection Using a Limited Liability Company (LLC)

Doctors need to review their assets to determine their potential exposure in the event of a lawsuit.

Personal Finances | Estate Planning

How Much Should You Leave Your Children?

Leaving everything to your children often does more harm than good.

Personal Finances | Estate Planning

10 Reasons to Review Your Estate Plan

Too many doctors assume estate planning is a “one shot deal,” costing their heirs thousands of dollars in unnecessary taxes.