By Daniel A. Perry, Esq. I was speaking with a client recently as part of their comprehensive estate and wealth planning and they asked if their life insurance proceeds would be protected from creditors in the event of their death. This is a very common question and the answer depends almost entirely upon state law. In […]
By Daniel A. Perry, Esq.When families come into my office to discuss their estate planning and legacy planning legal strategy, rarely do they consider the topic of asset protection planning. In fact, many families that I speak with do not think they are wealthy enough (whatever that term means) to consider asset protection planning. So, […]
By Daniel A. Perry, Esq.This is a question that I address on numerous occasions with many of my clients. Unfortunately, many times, people pick the wrong successor trustee for their living trust.TrustsAs a brief summary, a trust has three parties. First, you have the grantor (sometimes called the trustor or trustmaker). This is the party […]