by Jiah Kim | Oct 29, 2017 | Estate Planning |
When you go through a divorce, dealing with the legal and financial hurdles can seem like a never-ending process. Even if your split was amicable, the process almost certainly took time, and you probably spent a significant amount of time in the office or on the phone...
by Jiah Kim | Oct 8, 2017 | Estate Planning |
While the United States Supreme Court’s landmark decision in the 2015 case of Obergefell v. Hodges confirmed same-sex couples’ Constitutional right to marry under the Fourteenth Amendment, both married and unmarried same-sex couples continue to face unique...
by Jiah Kim | Sep 18, 2017 | Asset Protection Planning, Estate Planning |
Life insurance can provide a critical financial safety net for your loved ones if you die unexpectedly. But, if you do not plan accordingly, it can also create a substantial tax burden (eliminating many of the benefits your policy was designed to provide), and it can...
by Jiah Kim | Aug 4, 2017 | Estate Planning |
As a parent, saving for your children’s education is likely among your top financial priorities. With the growing cost of higher education, many parents are saving hundreds of dollars a month, if not more, to make sure their children will be able to attend a quality...
by Jiah Kim | Jun 26, 2017 | Estate Planning |
Whether you are just getting started with investing or you have earned millions of dollars in returns, your brokerage accounts are worth protecting. Brokerage accounts are among the easier assets for your creditors to get their hands on; and, even if you own an...
by Jiah Kim | Apr 25, 2017 | Estate Planning |
You’ve spent your entire working life saving for retirement. You’ve adopted a conservative investment strategy, and you think your retirement assets are relatively safe. But, are they? Or, could a judgment or commercial creditor come and steal them away? Whether you...
