The articles in our legal library have been carefully researched and written to give our clients the most relevant, accurate information about estate plans, Medicaid planning, protecting assets from nursing homes, designating guardians for minor children, and much more. Get the facts you need in our free legal library.
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Securing Your Company's FutureEnsure the future of your business with estate planning. Protect your hard work and secure your company's legacy for your loved ones and employees. Learn how we can help you plan for a smooth transition.
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Success Story: High-Net-Worth FamiliesA Wealth Preservation success story.
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Succeeding as a Business OwnerIn this episode, Attorney Michael Monteforte and Thomas Puthanangady delve into the secrets of success for business owners and entrepreneurs.
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Why a GRAT might be the perfect way to protect your crypto!The answer is that the GRAT allows you to pass your cryptocurrency on to your beneficiaries completely free of the estate tax, gift tax, and capital gains tax.
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Secrets to Estate Planning for CryptocurrenciesIn this article, we will discuss what you need to know about estate planning for cryptocurrencies.
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Life Insurance Trusts - The Estate Planner's Secret WeaponIf you have a large life insurance policy and your estate planning lawyer didn't discuss this with you, get a new estate planning lawyer.
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6 Reasons You're Putting Off Writing a Will and how to Stop!It's an important task that is easy to procrastinate, but here's why you shouldn't.
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Can you DIY your Estate Plan?Sometimes even a GOOD Will just isn’t enough to protect what you want...
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Case Study: Ben and LeslieBen and Leslie want to preserve their wealth and pass it down to their children, how do they do it?
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Case Study: Planning after a diagnosisSadly, it happened again. A client passing away without a plan in place. Well, almost. Thanks to my amazing team, we were able to help just in time.
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Generation-Skipping TrustsGeneration-Skipping Trusts can be another way to ensure your assets and legacy are passed on to loved ones.
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The Monteforte Law Wealth Preservation System™By applying our system to each client’s situation, we can provide detailed & superior advice & create the estate planning documents to back up that advice.