Advance Directives Could Have Saved ‘Legally Blonde’ Actress a Day in Court

Guardianship over a relative is much more difficult to obtain after a loved one has already become legally incompetent due to physical or mental illness. Lengthy, costly and heartbreaking court proceedings can be avoided with advance directives. As advisors, we have an obligation to ensure that clients understand the importance of having these documents in… Read More »

Tax Scams the IRS Wants You to Avoid—For Their Benefit and Your Own

The IRS recently released its “Dirty Dozen Tax Scams”, and some of the items on the list will be of particular interest to anyone concerned about asset protection. According to this article in NASDAQ.com, taxpayers should “exercise caution during tax season to protect themselves against a wide range of schemes ranging from identity theft to… Read More »

The Dangers and Benefits of Offshore Trusts

The United States can be a very litigious country, where lawsuits can be filed with nothing more than a defendant and a complaint—whether that complaint is substantiated by evidence or not. The litigious nature of our culture is why it is so important for families and business owners to consider every option available to protect… Read More »

George Clooney’s New Movie Offers Informative, Entertaining Look at Trusts

George Clooney is starring in a movie about a family trust. Yes, you read correctly. “The Descendants,” which opened in select theaters last month, offers a great depiction of what the Trust industry is all about. The film comes from the creators of “Sideways” and “About Schmidt.” It tells a humorous and tragic story of… Read More »