couple reviewing finances

Discretionary / Continuing Trusts – How to Protect Beneficiaries and Their Inheritance from Bad Decisions, Divorce or Outside Influences

Although leaving your hard-earned assets outright to your adult children, grandchildren, or other beneficiaries after you die may seem like the easiest and most desired form of distribution for the beneficiaries, this scheme will make their inheritance easier prey for creditors, predators (e.g. lawsuits), and divorcing spouses.  Instead, consider using discretionary trusts (aka continuing trusts) for the benefit of each of

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erasing 100 dollar bill with a blue eraser

Did You Or A Loved One Make Any Of These Five Critical Estate Planning Mistakes?

Sadly, most Americans are indifferent to estate planning – at best – or completely ignore the issue – at worst. When it comes to estate planning, however, there are just some mistakes that you cannot afford to make. Below are five of the most critical estate planning mistakes. Not having any estate plan. This is the biggest mistake, especially among younger

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money

Why Receiving An Inheritance Changes Your Estate Plan

Receiving an inheritance is a huge blessing but, if not handled properly, can also become a curse. Often times, the inheritor does not know what to do with the new asset and runs into financial trouble, squandering most, if not all of it. This could happen due to the inheritor having outstanding creditor issues or tax troubles or being inexperienced with

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Curtis’ thoughts on Purposeful Planning

Purposeful Planning; An Exploration & Explanation Kaiser Law Group’s ‘tagline’ is “Purposeful Estate Planning for the Millionaire Next Door.”  Many of our clients and colleagues know our appreciation for Thomas Stanley and William Danko’s late 1990’s classic book, The Millionaire Next Door, which extols the virtues of living beneath your means (“playing good defense”), investing in products and services of true

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