Quit Claim Deed A deed is the document that transfers ownership of real property. It maintains the names of the person holding the legal title, and if any, persons before who held legal title and contains a description of the property included. The... Continue reading
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Wealth Preservation
It’s tough to determine which investments to use if you don’t know your own risk tolerance. That’s why we use a program to help clients find their own risk tolerance and to score investments so they match up accordingly.
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Category: Asset Protection
1. If you are living with someone else, your financial need has likely been reduced or eliminated, thereby reducing or eliminating your need for spousal support. 2. If you are living with someone else, accepting (or taking) spousal support is, in essence, double-dipping.... Continue reading
Asset Protection Planning is a strategic, preemptive preparation to prevent creditors from obtaining your assets in the unfortunate event of a civil judgment. It does not mean that you ignores your debt obligations. Wealth Preservation Plans are designed to protect your assets in... Continue reading
I continue to receive emails and phone calls in response to my last article, “Cohabitation, the Termination of Alimony and Cell Phones,” in which I wrote about the use of cell phone data to prove or disprove the element of “living together” in... Continue reading
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We understand that a person makes it a priority to protect their personal residence. FLEX TRUST For most of us, our homes are much more than merely a collection of building materials held together by nails and two by fours. Instead our homes... Continue reading
Most of us have heard the term carbon footprint and have considered its meaning, the long-term effects and possible solutions to the problem. From separating trash to buying hybrid cars, a majority of people have seriously attempted to reduce their carbon footprint. The... Continue reading
Calculating the Real Costs will Surprise You I’ve been on the record for nearly 15 years with my position that buying Life Insurance (hereinafter “LI”) in a Qualified Plan (hereinafter “QP”) is not only a bad idea, it’s a terrible idea. To read my... Continue reading
Ok, I’ll admit it; I was one of the few who watched President Obama’s State of the Union Address. What can I say; I’m an information junkie. The speech to me was boring and a retread of past speeches except for the unexpected... Continue reading
Two extensions have been granted by the U.S. Treasury before FATCA, Foreign Account Tax Compliance Act. Very recently, notable organizations including the American Bankers Association, Clearing House Association, International Bankers Association, Securities Industry and Financial Markets Association as well as foreign governmental bodies are... Continue reading
IT’S ALL ABOUT THE BASICS – ESTATE PLANNING Series WHO NEEDS ESTATE PLANNING? The short answer: you do. Whether your estate is large or small, you should designate someone to manage your assets and make health care and personal care decisions for you,... Continue reading
The U.S. Internal Revenue Service continues to remind U.S. citizens and resident aliens, including those with dual citizenship who have lived or worked abroad during all or part of 2012, that they must be in compliance have a U.S. tax liability and a... 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
