Category: Asset Protection

What to Consider When Passing Assets on to Your Family Members – Part I

September 8, 2016 Victor Medina Asset Distribution, Asset Protection, Assets 0 Comments

There are many different considerations when thinking about leaving behind your assets to your loved ones. Read on to learn more about the first of the four major reasons you should consider in this four-part blog post series.  Most people do not realize just how many belongings and assets they have until they sit down […]

A Growing Need for Estate Planning

July 25, 2013 Victor Medina Asset Protection, Baby Boomers, Estate Planning, Incapacity Planning, Life Insurance, Retirement 0 Comments

In the coming years, experts predict that the demand for estate planning services and expertise will be greater than ever. As a recent article points out, the nation’s aging baby boomers are currently entering the retirement phase of their life. This “silver tsunami” is increasing the need for retirement and estate planning. American’s senior citizens […]

Giving to Your Grandkids Without Sacrificing Your Retirement

January 17, 2013 Victor Medina Asset Protection, Gifting, Retirement 0 Comments

Many grandparents desire to help their grandchildren financially, however the weak economy and job market has put many grandchildren in a situation where they need more than their grandparents can realistically give. According to a recent report in The Wall Street Journal, grandparents who are making financial gifts to grandchildren while living off their savings […]