legacy planning

June 3, 2019

What Is the Primary Purpose of Asset Protection Planning and Do I Need It?

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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, […]

May 24, 2019

Joint Property May Cause More Problems Than You Realize

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I was speaking with a client recently and we were discussing their jointly owned property. This client owned all of their bank accounts, investments and home jointly with their spouse.This client told me that they read something online that said that they could make the settlement of their estate very easy if they simply named […]