In this global economy, International Banking is much more a function of business and portfolio management than the 007 private accounts in the past. There was a time when people and companies would use private banking in an effort to avoid or lower... Continue reading
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What do ‘domicile’ and ‘resident’ mean? Domicile usually relates to the country or state which an individual regards as their permanent home location. An individual’s domicile is established at birth and this stays the same until he resettles with the intent of remaining... Continue reading
For wealthy global families seeking new passports, Canada is the world’s best kept secret. Although top marginal tax rates are a bit higher than the U.S., there are significant planning opportunities for wealthy immigrants. In some cases, wealthy families can legally acquire and,... Continue reading
You should seek local council when considering incorporating in Nevada or any other state. The dynamics of incorporating in Nevada have changed since July 1, 2001. You may have read the changes involving Bearer Shares. Bear Shares are now outlawed in Nevada and the reporting requirements... Continue reading
Uncertainty in life is common. How many of us are comfortable when we have no idea what is going to happen in our life from day to day? How many of us are willing to save for our future if we aren’t sure... Continue reading
A trust separates ownership from beneficial enjoyment. Continue reading
There are many ways to devise the protection of intellectual property Any person who has developed a patent from design to production or sale understands that royalties from intellectual property are hard earned and well deserved. This is only one of the many... Continue reading
First off, the best case is to register anything before anyone else thinks of it. With that said, it is said in law that there is no such thing as an original thought. This is why there is a vesting of ownership for... Continue reading
In the recent case of Meyer V. Christie [1] the District Court of Kansas issued a charging order against a single member limited liability company (“SMLLC”) which allowed the creditor to reach the assets of the debtor’s limited liability company (“LLC”). This has resulted in many... Continue reading
Third District Court of Appeal State of Florida, July Term, A.D. 2011 Opinion filed November 23, 2011. Not final until disposition of timely filed motion for rehearing. No. 3D11-198 Lower Tribunal No. 10-2368 Ivonne Grisolia, as personal representative of the Estate of Favio... Continue reading
Over the years, I have probably prepared thousands of tax returns, from the straightforward to the very complex. Tax returns that are a few pages in length to those exceeding 300 pages. No matter the size of the tax return, there are usually... Continue reading
There are other options for avoiding probate! There are some things that are obvious about Wills; one is that they will pass through probate. Often what is not written, may be a factor of law. Below are some examples. 1. The birth of a new child... Continue reading
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Financial Risk Analysis
Investments Too Risky?
It’s tough to determine which investments to use if you don’t know your own risk tolerance.Free Retirement Kit
