by rocky | Aug 13, 2019 | Asset Management, Family Plans
Divorce can be traumatic for the whole family. Even if the process is amicable, it involves many tough decisions, legal hassles, and painful emotions that can drag out over several months, or even years. That said, while you probably don’t want to add any more items...
by rocky | Aug 1, 2019 | Asset Management, Family Plans
Lifetime Asset Protection Trusts (LAPTs) are primarily designed to protect your loved ones and their inheritance from things like divorce, serious debt, devastating illness, and unfortunate accidents. At the same time, LAPTs can provide your heirs with a unique...
by rocky | Jul 22, 2019 | Asset Management, Family Plans
Whether you consider yourself wealthy or not, you need to think about how and when you’ll talk with your children about money. The Wall Street Journal article “The Best Way for Wealthy Parents to Talk to Children About Family Money” offers guidelines for how and...
