Insurance-vs-Asset-protection
BY Kendal Blunck | December 1, 2020Most investors are stuck choosing between insurance and asset protection with entity structurings such as an LLC, Limited Partnership, or Corporation when looking for a perfect wealth management solution. Both asset protection plans and insurance policies can be viable in your investments as they shield an investor from possible lawsuits. Before choosing either, here is…
Wills and Trusts: It’s Not Really About the Documents
BY Kendal Blunck | January 27, 2019The Siegel Law Group, P.A.By: Barry D. Siegel Wills and Trusts: It’s Not Really About the Documents For decades a debate raged in legal circles about which documents were better – wills or trusts. Members of the public didn’t really know the difference, but there was a perception that trusts were more complicated and expensive…
Benefits of Life Insurance in Estate Planning
BY Kendal Blunck | July 30, 2018Life insurance is a unique asset used to accomplish any of the following: The creation of an estate where circumstances have kept the estate owner from accumulating sufficient assets to care for his loved ones in the event of a premature death.To protect a business value due to the loss of key employees.For debt reduction.…
Will Your Estate Plan Work The Way It Should?
BY Kendal Blunck | June 14, 2018Although estate planning documents may be signed, the estate planning process is not complete until asset titles are changed so that they can be controlled by those documents. The act of retitling assets is called funding. So, when the estate planning attorney or your financial advisor speaks of funding your trust, for example, he or…
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