Switch to ADA Accessible Theme
Close Menu
Bilingual in Spanish CONSULTATIONS ALWAYS FREE

Monthly Archives: April 2022

EstPlan11

Asset Protection V. Estate Planning: What Is The Difference?

By Cavallo & Cavallo |

Asset Protection Asset protection refers to the process of shielding assets (such as real property, stocks, bonds, business interests, etc) from creditor claims, levies, liens, and seizures. Developing a plan with an experienced law firm will help to ensure your assets are covered in a smart and – most importantly – legal manner so… Read More »

Facebook Twitter LinkedIn
Assets2

Digital Assets And Accounts In Estate Planning

By Cavallo & Cavallo |

Creating an estate plan to distribute your savings and assets after death may seem straightforward at first. You’ll create a will listing your belongings and property holdings. Retirement accounts, 401k plans, stock holdings, trusts, and the like are all routine considerations as well. Perhaps you haven’t taken those first steps at all — a… Read More »

Facebook Twitter LinkedIn
CoupleSon

10 Common Mistakes In Asset Protection

By Cavallo & Cavallo |

Whether you are just starting to consider an asset protection plan, or have already begun, you may be aware of some important things to check off your list. You’ll also need to remember some things to avoid as you plan ahead, and common mistakes others make:  Not Making an Estate Plan in Combination with… Read More »

Facebook Twitter LinkedIn
Trustee2

5 Keys For Selecting A Trustee

By Cavallo & Cavallo |

When you establish a trust, you must also select a trustee to manage the trust’s assets after you pass away, and make sure that the trust is administered in accordance with your wishes. This could be anyone from a close relative to a corporate trustee. Because of the risks inherent in administering a trust… Read More »

Facebook Twitter LinkedIn
Contact Form