Blog

1909, 2017

Issues to Consider When Drafting a Will

By |September 19th, 2017|Uncategorized|Comments Off on Issues to Consider When Drafting a Will

Wealth Planning Law Group is taking a month-long look at estate planning services and wills.  For today’s blog, we are focusing on what issues you should be considering when creating a will that is right for you and your family.

An estate plan typically includes a few main elements: 1) who gets what and when, 2) […]

1209, 2017

Which Estate Planning Service Is Right For You?

By |September 12th, 2017|Uncategorized|Comments Off on Which Estate Planning Service Is Right For You?

Every family should have an estate plan in place – one that is designed and implemented by an attorney who focuses on estate planning law and who cares about your personal financial goals.  Without a plan, you are putting yourself and your loved ones at risk of having the government control how your assets are […]

609, 2017

Wealth Planning Law Group’s Essential Estate Planning Services

By |September 6th, 2017|Uncategorized|Comments Off on Wealth Planning Law Group’s Essential Estate Planning Services

An estate plan focuses on three main issues. The first is who gets what, and when. A Last Will and Testament memorializes what assets you will leave to your spouse, children, other family members, and friends. The second main issue is the appointment of fiduciaries, or, in other words, who will oversee your succession or […]

2908, 2017

Caring For Your Loved One With a Special Needs Trust

By |August 29th, 2017|Uncategorized|Comments Off on Caring For Your Loved One With a Special Needs Trust

If you are caring for a child or other family member with special needs, you may be concerned about what will happen to that loved one in the future.  If you are no longer around or are no longer able to care for them, where will they live? How will they get the care they need? […]

2208, 2017

What is the purpose of a gun trust?

By |August 22nd, 2017|Uncategorized|Comments Off on What is the purpose of a gun trust?

In Wealth Planning Law Group’s latest installment on trusts, we are focusing on Gun Trusts.  Generally speaking, the purpose of a trust is for a “trustor” to transfer property or assets into a trust, for a “trustee” to own/manage on behalf of a “beneficiary.”  (For more, visit our blog on “What is a trust?”).  The […]

1508, 2017

Wealth Planning Law Group’s Series on Trusts: The Tax Benefits of Grantor Trusts

By |August 15th, 2017|Uncategorized|Comments Off on Wealth Planning Law Group’s Series on Trusts: The Tax Benefits of Grantor Trusts

This month, Wealth Planning Law Group is focusing on trusts:  what is a trust, what are the different options available, and which trust is the right fit for my financial needs and objectives.  For our introductory blog on “What is a trust?” click here.  For our information about the different types of irrevocable trusts, click […]

808, 2017

Wealth Planning Law Group’s Series on Trusts: What Makes a Trust “Irrevocable”?

By |August 8th, 2017|Uncategorized|Comments Off on Wealth Planning Law Group’s Series on Trusts: What Makes a Trust “Irrevocable”?

In our previous blog, we discussed the general purpose of a trust, who might be interested in creating a trust, and the many different types of trusts available – depending on what a client is trying to accomplish.  For this blog, we are focusing on the benefits of Irrevocable Trusts.

For a trust to be “irrevocable” […]

208, 2017

Wealth Planning Law Group’s Series on Trusts: Do I Need a Trust?

By |August 2nd, 2017|Uncategorized|Comments Off on Wealth Planning Law Group’s Series on Trusts: Do I Need a Trust?

Generally speaking, the purpose of a trust is to manage money and/or assets for someone who is not able to handle those assets on their own.  This may be because the person is in poor health, is financially irresponsible, or, they may be under the age of 18.  A trust is a three-party relationship involving […]

2507, 2017

Business Growth Planning: Our Business Sale and Purchase Services

By |July 25th, 2017|Uncategorized|Comments Off on Business Growth Planning: Our Business Sale and Purchase Services

During our firm’s more than two decades in practice, Wealth Planning Law Group has successfully counseled many business owners, guiding them from the foundation of their business, all the way through succession planning and business sales.  We understand that as a business owner, you have invested years, personal finances, and countless other resources into your […]

1807, 2017

Business Growth Planning: Our Existing Business Services

By |July 18th, 2017|Uncategorized|Comments Off on Business Growth Planning: Our Existing Business Services

You have worked hard to establish your business.  Now, let Wealth Planning Law Group work hard to protect it.

Over the years, Wealth Planning Law Group has successfully counseled business owners at all stages of their careers: from start-up, to growth management, all the way to succession planning.  We understand that as your business has excelled, it has developed […]