Estate Planning With Life Insurance

Life insurance can serve many purposes.  Whether you own a policy as income replacement security for your family, through your employer or as an investment asset, life insurance can be a multi-dimensional tool.  However, with all of the financial planning instruments...

Asset Protection Through Estate Planning

It is a natural inclination to want to protect the assets that you have worked hard to obtain.  There are many levels of asset protection and the proper method must be determined depending not only on the type of asset, but also on the possible source, timing and...

Protecting Your Child’s Inheritance

An outright bequest made either through a Will, Revocable Living Trust or intestacy allows the beneficiary to directly inherit the assets—as long as he or she has reached the age of 18 in Illinois—and do with it as he or she may please.  However, there are many...

Fisher II: Bona Fide Business

As reported in Newsletter #1, in John W. Fisher and Janice B. Fisher v. United States of America (March 11, 2010), the U.S. District Court of Indiana held that the interests in Good Harbor Partners, LLC, the Fisher’s limited liability company, gifted by the Fishers to...