How Modern Portfolio Theory is a Secret Plot of the IRS

Individual investors are trying to implement the asset allocation and rebalancing techniques used by large funds on their own portfolios, without realizing that those funds don't have to pay capital gains. How can individuals (who must pay capital gains taxes) compete against institutions that can rebalance without the IRS taking a chunk of the profits?

Second Marriages - Estate Planning Concerns

One of the biggest areas of dispute in estate planning is with second marriages. It can cause litigation between the new spouse and the step-children. It can also expose your assets to medical and Medicaid claims.

An Estate Planning Primer

An estate is the total value of everything we own--and business and personal assets can add up quickly. Everyone has an estate. And realize it or not, everyone also has an estate plan.

Finding the Best Estate Planning Attorney for Your Family

Few things are more important to the success of your estate plan than the attorney you choose to design and draft it.

The Pitfalls of Probate

What is Probate? Probate consists of court proceedings concluding your legal and financial matters after your death. The probate court distributes your estate according to your will and a neutral place to settle any disputes that may arise over your estate.

Protect Your Legacy with Trusts

Were you aware of the fact that almost 1 in 4 people over the age of 50 have a living trust? When used as a part of an estate conversation plan, tursts can help preserve more of your assets for your heirs while minimizing the delays and costs of probate court.

Asset Protection Options

Learn how to protect your assets.

Selecting an Advantageous Trusts and Estate Lawyer

Briefly describes how to find the right attorney to handle trusts and estate planning.

Estate Planning and Your Pets

You have diligently outlined what should become of your children in the event of your death or disability. You’ve planned your estate, appointed guardians and possibly even shared your estate plan with family members and trusted caretakers. But doesn’t something feel as if it’s missing? Perhaps you need to plan provisions for what should become of your pets once you are no longer able to care for them.

A Guide to Purchasing Real Estate in Mexico for Americans

For Americans buying their dream property in Mexico, it’s important to understand the differences between Mexico’s real estate system and that of the United States. It’s never safe to assume that any law or process is the same between the two systems, and oftentimes they are completely different.

Using Life Insurance Wisely

Every family should have a life insurance policy on at least one of the financial providers. A policy should always be in place in case one of the primary breadwinners passes away so that the family will be able to support itself if no other source of income is available after the breadwinner dies.

Planning for the Intangibles

Over views questions surrounding intangible digital assets as a relative consideration to ones estate planning needs.

Unsecured Personal Loans

There are many benefits when applying for an unsecured loan. One is the approval for this type of loan is relatively fast. This is because there is no need to look at collateral repayment in case of default. Unsecured loans are perfect for people who don’t own their own property or those with adverse credit. They can be used for a variety of reasons including debt consolidation, vacations, new cars, home improvements, etc.