When devising a comprehensive long-term financial plan, it is important to take steps to protect your assets. Individuals in certain professions are naturally vulnerable to creditors and claimants and, if you do not take action to shield your personal resources, the consequences can be devastating. … [Read more...] about Are Your Assets In Harm’s Way?
Postmortem Planning
Keeping It All In The Family
Are you concerned that your family wealth could fall into the hands of outsiders after your death? Have you considered the financial impact of your child getting divorced or passing away after they have inherited your estate? If a creditor sues your child’s spouse, can they get their hands on your child’s inheritance? Unless your estate plan specifically protects your children from these hazards, the answer is an unfortunate “yes”. Fortunately, we typically incorporate … [Read more...] about Keeping It All In The Family
Helping Navigate Your Legal Legacy
An estate plan is more than a list of assets and who gets them when you die. And if you’re thinking, “I already set up my estate plan because I have a will,” or, “my stuff is pretty straight forward because I just want everything to go to my kids,” then please keep reading. Making sure your wishes are carried out exactly as you want them to be when you need it most can be more complicated than you think. Here are five ways we help guide you that you may not be aware of: … [Read more...] about Helping Navigate Your Legal Legacy
Larry Parman in Israel – Leaving Your Legacy
Creating an estate plan isn't the end... it's actually the beginning. When you create an estate plan, you're taking an important first step toward leaving a legacy for your family. Listen as Larry Parman talks about his own experiences with estate planning from the beautiful city of Tel Aviv. … [Read more...] about Larry Parman in Israel – Leaving Your Legacy
Free Estate Planning and Education Seminar
We're hosting a free Education Program next week! Watch as Jerry Shiles, an attorney with Parman & Easterday, shares the top issues we will cover, including how to best protect your hard-earned money and belongings; avoid the devastating costs of long-term care; planning for disability; protect your children's inheritance from probate, lawsuit and divorce; and much more! Register here. … [Read more...] about Free Estate Planning and Education Seminar
Free Seminar: The Costly Mistakes Families Make With Their Estate Plan
Just a reminder, we're hosting a free seminar next Tuesday afternoon where you can learn how to avoid some of the most costly mistakes families make in their estate plans. This is a great opportunity to make sure your family and your assets are properly protected. The event begins at 2pm on Tuesday, April 22, at the Marriott in Overland Park. Click here for more details and to reserve your free seat. … [Read more...] about Free Seminar: The Costly Mistakes Families Make With Their Estate Plan
The Differences Between Traditional Estate Planning & Legacy Wealth Planning
The ideal estate plan is going to vary depending on the circumstances. One of the primary considerations will be the extent of the assets that you have to pass on to your loved ones. If your resources are relatively modest you are going to want to engage in traditional estate planning. This is going to involve preparing for the possibility of incapacity while you arrange for the future distribution of your financial assets to your heirs. … [Read more...] about The Differences Between Traditional Estate Planning & Legacy Wealth Planning
What Steps Can I Take to Preserve My Legacy?
Your legacy is something that persists even after you pass away. People who are in a position to cast a long shadow as it were should consider legacy planning. The legacy that you leave behind does not have to conclude without direction. You can carefully shape your own legacy if you take the correct steps in advance. … [Read more...] about What Steps Can I Take to Preserve My Legacy?
Beyond Estate Planning Documents: Learn About Passing On Your Legacy
Watch this video to discover THE most important inheritance you can pass on to your children and your family's future generations, and how to avoid becoming an empty name on your family tree! … [Read more...] about Beyond Estate Planning Documents: Learn About Passing On Your Legacy
The Doors’ Co-Founder, Manzarek, Leaves a Creative Legacy
The Doors are one of the most iconic classic rock bands of all time, and the recently deceased Ray Manzarek was one of the founders. As the story goes he met Jim Morrison back in 1965 and Morrison told the young keyboardist that he had been writing lyrics. They decided to collaborate, and the rest, as they say, is history. … [Read more...] about The Doors’ Co-Founder, Manzarek, Leaves a Creative Legacy
