by Lee Chen | May 22, 2018 | Estate Planning
When most people hear about an estate plan, they normally associate it with a trust. Certainly the trust is the lead actor in the estate plan because the trust is designed to set forth the plan or instructions for what will happen to your assets in your trust upon...
by Lee Chen | Mar 13, 2018 | Estate Planning, Law, Retirement Planning, Uncategorized
Life insurance is an integral part of financial and estate planning for many. In most cases, people purchase life insurance in order to protect their spouse, children, and/or others who are financially dependent on them from becoming indigent in the event they die....
by Lee Chen | Oct 17, 2017 | Business planning, Estate Planning, Uncategorized
Estate planning is something most know they should do, but most American adults simply haven’t gotten it done. In a survey available from AARP, 60% of American adults do not have an estate plan. The number gets even higher for some minority populations. In most...
by Kevin Kennedy | Jul 25, 2017 | Estate Planning, Law, Litigation
As I work with small business owners and investors throughout the year, I want them to see the big picture when it comes to Estate Planning. Many misunderstand what the Estate Plan is all about and think it’s simply an ‘asset protection’...
by Jarom Bergeson | Jun 20, 2017 | Estate Planning, Real Estate, Tax Planning
I have a close relative who works in fund-raising for a fairly large university. While he loves receiving large charitable donations in the form of immediately available cash or other marketable assets (such as real estate and publicly-traded stock), he knows that...
by Lee Chen | May 23, 2017 | Estate Planning, Law, Retirement Planning
Most of us will, at some point in our lives, be called upon to administer the estate of a departed family member or loved one. While it may seem like an honor to have been entrusted with this responsibility, the reality is often it is a thankless, time consuming job,...
