Archive for January, 2015

The Estate Planning Checklist and Marriage

Today, our estate planning blog reviews the estate planning checklist and how a new marriage affects it.  With many people marrying later in life these days or marrying more than once, some individuals manage to accumulate significant assets prior to tying…

How do rich people hide assets?

Our estate planning blog provides the simple answer to the question”How to the rich hide assets?” is: they don’t. Rich people who have a financial planner have no need to hide their assets. There are several legal ways to reposition and…