Estate Planning Blog Digest

Serving Clients in Las Vegas and the Surrounding Area

Wealth Preservation & Business Strategies

Trusts: The Swiss Army Knife of Estate Planning

We may think of a spoiled heiress to a large fortune, whose parents were savvy enough to prevent her from having full access to her funds. On the other hand, we could imagine a loved one with special needs, whose needs will be provided for with trust-protected money.

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A Four-Decades Long Social Security Scam Finally Ends

In February, Social Security officials calculated that a woman who was sent monthly checks for decades was 114 years old. The problem? The lifelong New Yorker died more than 40 years ago—and may never have seen a penny of her retirement checks totaling nearly a half-million dollars.

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