Due to the nature of our practice with thousands of Americans we have safely helped use a variety of tools including offshore trusts in a safe
If your employer goes out of business, any retirement plan your employer sponsored will be terminated. If the plan is a 401(k) or other defined
We always try to to be clear about the difference between two related sciences, Estate Planning (a.k.a. DEATH planning, what happens to my “stuff” and family
Several readers have contacted me with a similar question after reading many of the discussions featured here. Though phrased in different ways, the question is
A common recurring question I get from high-income practice owners and executives centers on the best techniques to protect a medical practice’s income after the
A recent Tax Court decision, Estate of Feder, T.C. No. 1628-10, T.C. Memo. 2012-10, January 10, 2012, shows advisors that the Tax Court had no trouble ruling
Professional atheletes are great at making money but often lack the support and guidance they need to effectivelty keep it. Some Asset Protection issues address
Wealth is finite and fragile – we try to teach those we work with some simple basics, like the “habits of wealth”, the value of
The FDIC brought a lawsuit against Illinois Broadway Bank and former NFL player Jim McMahon is one of the seven former board members for the
We’ve covered many issues affecting doctors and their business and legal needs, specific exposures, and even some of the team members required to run a
