Preservation | Family Wealth Protection & Planning

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Posts from May 2016.
By Garrett Reuter, Jr. on May 24, 2016 at 1:48 PM

Those without a will (like Prince) may leave family members at odds over their estates.Prince Rogers Nelson, an American music legend better known simply as Prince, died unexpectedly April 21 at his home near Minneapolis. The cause of Prince’s death is still unknown, but that mystery is not the one gaining most of the headlines these days. Instead, more attention is being focused on Prince’s estate.

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By Elizabeth Pack on May 17, 2016 at 8:57 AM

Most people think once they have signed their trust, they are done with the estate planning process. However, an estate plan is not complete until the trust has been funded. Many of the goals behind creating a trust (probate avoidance, privacy, management of assets upon death or incapacity, asset protection) are only achieved to the extent a trust has been funded.

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By Keith Herman on May 4, 2016 at 9:13 AM

Parents will never stop worrying about their children, and when it comes to the people your children date, emotions always run high. Thankfully, there is something you can do to protect your hard-earned money from your children's spouses, or potential ex-spouses. 

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