Estate Planning

Keep What You Have

mgarner  -  Jul 07, 2016  -  , , , , , , , , , , ,  -  Comments Off on Keep What You Have
The first step in talking about asset protection is to define what you want to be protected against. Most people think of lawsuits or creditors, but the risks are far broader than just those. We face risks from fire and flood, to tax liability, to business risks, to

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Estate Planning Beyond the Documents

mgarner  -  Sep 21, 2015  -  , , , , ,  -  Comments Off on Estate Planning Beyond the Documents
For years the goals set for estate planning has been primarily the creation of legal documents or in some cases implementation of tax strategies. While those are critically important financially and to avoid probate complications, there are other planning items that are often overlooked. The largest of the consistently overlooked

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Your’s, Mine and Ours Trusts

mgarner  -  Sep 21, 2015  -  , , , , ,  -  Comments Off on Your’s, Mine and Ours Trusts
Most everyone has heard the dismal statistics on the divorce rate. Depending on which study you consult, between 40% and 50% of married couples divorce. The rate of divorce for second marriages is even higher. What few people consider is the impact those statistics can have on their estate plans.

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Estate Planning Necessity – Funding

mgarner  -  Mar 20, 2014  -  , , , , ,  -  Comments Off on Estate Planning Necessity – Funding
Funding is the word, attorneys, trust companies and financial professionals use to describe the titling, vesting, ownership and beneficiary designation of property, generally in relationship with estate planning.  Funding is critical to any estate plan’s success because the proper ownership or beneficiary designation of an asset directs not only to

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