Estate Planning: Your Family, Your Wealth, Your Legacy.

Archive for March, 2012

The last time we discussed this topic we talked about how anyone can fall prey to fraud.  Today we will discuss some simple things you can do protect your identity. Keeping your identity safe Identity theft is a growing problem in the United States, claiming around 10 million victims every year, according to the Federal […]

This is part 1 of a 3 part posting. Wealth preservation typically focuses on protecting assets against creditors’ claims and lawsuits, but it’s also important to protect wealth from erosion by fraud and identity theft. There’s a common misconception that fraud victims usually are unsophisticated, but there’s no shortage of sophisticated investors who’ve been seduced […]

There’s no law that says you can’t prepare your own estate plan. And with an abundance of online services that automate the creation of wills and other documents, it’s easy to do. But unless your estate is small and your plan is exceedingly simple, the pitfalls of do-it-yourself (DIY) estate planning can be many. Dotting the i’s and crossing the t’s A common […]