Question: Mom is getting older and is experiencing symptoms of dementia. Specifically, she is giving a lot of her money to ...

As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

What to consider before downsizing.

When you think about setting up a trust, the first thing that comes to mind is a plan for how wealth will be passed down after you die. But there is also an asset protection trust, which protects your ...

Most trusts are revocable trusts. However, there are a few scenarios where an irrevocable trust is necessary. For example, some people choose an irrevocable trust when they have a large estate that ...

With an irrevocable trust, since the settlor no longer has control, the assets may be protected from the creditors of the ...

Unlike a will, which can be challenged during the public probate process, a trust is a private contract that is significantly ...

Whether you’re creating legacy wealth or avoiding probate, a family trust can be a powerful tool—but it’s not right for ...

April 02, 2026 - PRESSADVANTAGE - SOTO Law Group has released a new article, “Estate Planning for High-Net-Worth ...

An outline of estate planning strategies and considerations for asset protection, including using state homestead exemptions, ...

Lisa, a 69-year-old retiree in Miami, is ready for a change. After decades of living in the outskirts of the city, she and her husband want to relocate somewhere quieter and more affordable. Their ...