The tax side of the fiscal cliff has been pushed forward temporarily. The United States Senate overwhelmingly passed legislation to avert the so-called “fiscal cliff” on January 1, 2013 by a vote of 89 to 8, sending the American Taxpayer Relief Act of... Continue reading
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Category: Wealth Preservation
So that each individual can best plan for financial security and stability during his retirement, there are various types of Individual Retirement Account (IRA) plans. Some of the most common IRA plans include Traditional, Roth, Self Directed and SIMPLE IRA. There are different... Continue reading
What are the uses of a trust? Protecting Your Assets Using Sound Legal Techniques! Philosophically a trust is used to seperate ownership from beneficiary for the purpose of protection. Protection might be from creditors or protection from mismanagement for the safekeeping of assets... Continue reading
Asset Protection Trusts are a great tool in the right hands and for the right reason. The use of an International Trust can be an advantageous legal tool to secure and protect assets such as real estate, bank accounts, company assets, annuities, dividends,... Continue reading
A trust separates ownership from beneficial enjoyment. 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
It is said that money makes the world go ‘round, but as we head into another new year, are you still going ‘round with questions about how to keep your money safe, what to do with it and how to invest? If so,... Continue reading
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
