AR&H News & Blog
Myths and Facts About Trusts
by Daniel A. PerryOne of the most common questions that I receive from families regarding trusts is whether placing their assets into a trust will protect them from creditors and provide them with protection of their personal assets from loss due to a lawsuit. Although there are hundreds of different types of trusts (revocable and […]
Ensuring Your Revocable Living Trust is Funded
by Daniel A. PerryEvery time I speak with clients regarding setting up and establishing their estate plan including their Last Will and Testament, Disability Legal Documents, and Trust documents (whether they are revocable or irrevocable), I always tell my clients the same thing.“We Can’t Stop Here Now That All Your Documents Are Complete. We Must […]
How to Plan Your Estate When You Remarry
by Daniel A. PerryAs an estate planning attorney, I speak with families every day regarding a wide variety of their concerns when it comes to estate planning. These concerns range from taxes, to keeping the government out of their private affairs, to avoiding probate, to protecting their children’s inheritance from divorce, to planning for a […]
Follow These Simple Steps to Protect Your Children’s Inheritance from Creditors, Predators and Divorce
By Daniel A. PerryYou work your entire life, saving your money and developing a nice nest egg of savings. Now you want to provide a nice inheritance for your children. Then, in one moment, everything changes. Your adult child is divorced and loses half of their inheritance to a former spouse. An adult child is […]
Protecting Your Assets from the Nursing Home
by Daniel A. Perry, Esq.A common story that I hear nearly every day in my law practice is regarding the nursing home. Almost every week I will receive a call to my office from the adult children of an aging parent. The children almost always call in a panic because they admitted their mother to […]
Do You Own Your Own Life Insurance Policy? This Could Be a Very Big Mistake!
Every time I meet with a client I hear the same misconception, “We have life insurance, but that is tax free for our children, right?” Wrong! Life insurance death benefits are not necessarily tax free. Life insurance death benefits are included in your taxable estate when it comes to calculating the estate tax liability. Therefore, let me […]
Is There a Mistake in Your Will, Trust or Other Estate Planning Document?
by Daniel A. Perry, Esq. I was speaking with a family recently following one of my educational events. This family explained to me that for years that they knew they needed to update their previous revocable living trust from five years ago. You see, the husband’s brother, who was going to be the successor trustee […]
How to Protect Your Family, Your Wealth and Your Inheritance
by Daniel A. Perry How to Protect Your Family, Your Wealth and Your Inheritance A common question that I receive nearly every day from families is how do I protect my family and our wealth from creditors and lawsuits. Invariably, many people believe that by simply having a trust that your assets will be protected […]
Basic Estate Planning Documents that Aren’t an Option
by Daniel A. Perry, Esq. I was speaking with a wonderful group of families at one of our educational events recently on avoiding probate, avoiding unnecessary costs and estate settlement costs, and protecting your assets from the nursing home, and I met a wonderful family. This family had a very common question. They asked that […]
Today is a Perfect Time to Review Your Estate Plan
by Daniel A. Perry, Esq.I was recently speaking with a husband and wife couple. This couple asked me an interesting question. They asked when is it a good time to review a previously drafted estate plan. Well, that’s a great question! However, if you have to ask, then today is probably a good time to […]