By Lee R. Phillips
I recently handled a case where a successful businessman came in with what appeared to be a fairly comprehensive estate plan.  He wanted to simply ask some questions and look at long range planning.  I looked at the living trust, and at a quick glance it appeared to be reasonable. (Some of [...]

By Lee R. Phillips

We receive lots of queries from people who are struggling with the important issues of asset protection and estate planning. Periodically, we answer some of those questions for everyone to learn from, or at least help you see options that you need to discuss with your own trusted advisors.

Best Way [...]