A Case Study in Asset Protection

The Richards had three children, a net worth of $577,000, and typical concerns. They wanted to avoid their estate being exhausted by the cost of long-term health care. They wanted to protect their children, not become a burden to them. To see the solution, Read More …

Taking Control of Your Future

To take back control over how you and your family are provided for, you have to act. You have to put your instructions in writing. You must develop a plan and substitute your wishes for the government’s arbitrary choices. To play by your rules, you must get the help you need to translate your wishes into written instructions that will override the government’s rules.

Do I Need A Will or A Trust?

Among the most common questions we get is to explain the differences between Wills and Trusts. In this post, Joe Breshears provides a definition for both types of documents, and compares the defining traits of Wills and Trusts. There are more differences than you think, and in those differences are some powerful opportunities for you to plan your future more effectively. Read more …