Why Giving Assets To Spouse, Relatives Isn’t Asset Protection
February 26, 2018
The thing about bad planing is that it tends to stack up, getting bigger and badder with each step. Like waiting too late to act,
Articles:
wealth transfer
Common Mistakes Some Smart Women Still Make With Money, Estate and Legal Planning
January 22, 2014
I’m fortunate to deal with a number of successful women across the U.S. Whether they are C.E.O.s, doctors, some other kind of professional or business owner
The “C” Word in business: Vital Issues To Consider With C-Corporations
April 19, 2013
The article linked below contains some simple and important issues to consider regarding the taxation of C-corps. As an asset protection attorney I’ve never been
GUN TRUSTS: Their Value and Use to Gun Owners and Planners
April 4, 2013
Great informative article by attorney Dennis Brislaw on the use of “Gun Trusts” by lawyers and their clients. A Gun Trust Helps Protect Your Client
Thinking about gifting wealth before year end? See these articles on 2012 estate tax changes.
November 26, 2012
BUILDING THE RIGHT TRUST Incentives, credits and deductions within the U.S. tax system are currently in the spotlight, and most advisors are aware that