I, as was a large part of the U.S. population, watched the second of three Presidential Debates. At this point, it appears that either President Obama or Mit Romney could win the Presidential Election. Both candidates have very different tax strategies that will... Continue reading
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There are a number of books and articles titled The End Game, but I am writing today about the real end game. It is a game most of us play at some time in our lives; it could be with a spouse, a... Continue reading
As anyone who has ever gone through a break-up knows, whether it’s with a spouse in divorce or significant other in a relationship, equitable distribution is anything but equal. After you factor in depreciation in values, sentimentalities of objects, and other non-quantifiable criteria,... Continue reading
The United States May Payout $85 Billion in Settlements of Tribal Claims of Mismanagement of Trust Accounting and Natural Resources A few months ago, a little known settlement took place between the United States and 41 American Indian tribes that alleged the Department... Continue reading
The Albright case shows that when you set up an LLC you need to mindful of the entity type and classification. This case gives us guidance as to how single member LLCs will be treated in the future but thats not really the... Continue reading
An Asset Protection Plan is crafted to suit your personal situation considering your business risk, your family estate plans, your personal assets and the weight of your tax burden. Take for example the difference between an S Corp and a Limited Liability Company for “write offs.” In an S Corp a principle does... Continue reading
FOR A RECENT PRESENTATION ON THE BENEFITS OF LLCS CLICK HERE This is a brief insight into a Limited Liability Company. If you are undecided about which type of business entity is best for you, click here to see what entity is right for you,... Continue reading
1) Introduction 2) Wills a) How often should a will be updated? b) Holographic wills c) Disinheriting a spouse 3) Durable Powers of Attorney a) What is a Durable Power of Attorney (DPA)? b) Why would such a document save time and money?... Continue reading
This course in Asset Protection introduces the following topics. Domestic Asset Protection Fraudulent Transfers Homestead exemption Life insurance and Annuities Retirement Plans and IRAs Typical Asset Protection Plans that do not always work (Co-Ownership) Sole proprietors Partnerships Corporations (C- and S-corporations) Piercing the... Continue reading
– Learn asset protection in a practical and real world manner – Learn how to cultivate significant client referrals with asset protection planning – Learn how to avoid the asset protection “scams” in the marketplace – Learn why you do not want to... Continue reading
eCourse for Sale – This Asset Protection Planning Course – Part One is part of the Certified Wealth Preservation Course. You will learn if your assets are safe including your residence, your portfolio and your pensions. Don’t miss the opportunity to obtain the... 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
