When I tell some of my clients they should consider Crummey Trusts for their beneficiaries, there is typically an awkward pause. “Why would I want to create a…
If you have close relatives, like parents, who are citizens and residents of a foreign country, there is a chance you might receive a gift or inheritance from…
Amendments to the Texas Property Code appear to create a back door to create a self-settled asset protection trust in Texas.
I get a lot of calls and emails from individuals interested in protecting their assets. Some ask whether it would be beneficial to create an asset protection…
North Carolina’s laws provide a safeguard for surviving spouses. Under North Carolina law, a spouse can claim a certain share of your estate when you die, regardless of…
I received a note from a concerned wife. Her husband had purchased the home in which they resided two years before they were married. Throughout their marriage,…
A durable power of attorney is a written document that authorizes another person, known as an agent, to engage in specified business, financial and legal transactions on…
Having a will is important for every adult, but especially so if you are part of a blended family. Without a will, your assets will…