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 Kevin Kennedy | Dec 28, 2016 | Estate Planning
It’s hard to consider the grief and sorrow that comes when a spouse passes. However, the year following the death of a spouse is an important one for the surviving spouse as there are number estate planning considerations and decisions to be made. This article...
by Jarom Bergeson | Oct 1, 2016 | Estate Planning, Real Estate, Retirement Planning
In my experience, estate planning is one of the most important, and simultaneously least understood, areas of the law. Perhaps this is because none of us ever see how our own estate plan (or lack thereof) plays out after we are gone. Maybe it’s because there’s just a...
by Jarom Bergeson | Mar 15, 2016 | Asset Protection, Estate Planning, Law, Retirement Planning
As an attorney who practices in the area of Trusts and Estates, one of the most important pieces of advice I give to clients is to establish a revocable living trust to own real estate, small business interests, and other assets in order to effectuate the transfer of...
by Jarom Bergeson | Dec 8, 2015 | Asset Protection, Estate Planning, Law, Uncategorized
Remember the “Fiscal Cliff”? In late 2012, you couldn’t turn on your TV, fire up the Internet, or glance at your smart phone without seeing some talking head chattering about how America as we know it would end if President Obama and Congressional Republicans couldn’t...
