The new Trump Account gives eligible children born between 2025 and 2028 a federally funded $1,000 investment account—but that’s only the beginning. Learn how these new accounts work, who qualifies, and why they should be coordinated with your family’s estate plan to help protect your child’s future. READ MORE
Monthly Archives:: July 2026
Asset Protection Trusts for Business Owners: Getting It Done Before the Window Closes (Part 3)
The best time to protect your business and personal assets is before a lawsuit or creditor claim ever appears. Learn how an asset protection trust works across the legal, insurance, financial, and tax systems—and why waiting too long can leave everything you’ve built exposed. READ MORE
When Your Spouse Won’t Get on Board with Estate Planning: What to Do Now
When one spouse is ready for estate planning and the other isn’t, it’s easy to feel stuck. Learn why spouses resist planning, what legal risks come with waiting, and the practical steps you can take now to protect your family—even before you’re fully aligned. READ MORE
Asset Protection Trusts for Business Owners: Who Needs One and When to Act (Part 2)
Not every business owner needs an asset protection trust – but for those with growing personal wealth and increasing liability exposure, planning before a claim arises can make all the difference. Learn who should consider a lifetime asset protection trust, what life events should trigger the conversation, and why timing is one of the most important parts of protecting what you’ve built. READ MORE
What Happens to Debt When You Die: What Families Must Know
Many families assume they automatically inherit a loved one’s debt – but that’s not usually how it works. Learn when debt belongs to the estate, when survivors may be responsible, and how a comprehensive estate plan can help protect your family from unnecessary financial stress after a loss. READ MORE
Asset Protection Trusts for Business Owners: How They Work (Part 1)
Business success can also bring greater legal and financial risk. Learn how an asset protection trust may help business owners safeguard assets from future creditor claims and why proactive planning matters. READ MORE