Blog
Burial vs. Cremation: Personal preferences ranging from simplicity of “green burials” to the traditional to the extravagant
As part of our estate planning process, one of the topics we cover with clients is their preferences regarding being buried or cremated upon their ...
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Should you tell your children about your wealth and your estate plan?
This is a common client question, and the answer is that it depends. For some, discussing finances with their family is natural and for others ...
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Letter of Instructions / “The Big Book of Everything MK II”
We receive a lot of calls from people who are trying to deal with the death of a loved one. Not only are they grieving ...
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Important Tax Court Case Dealing with the Valuation of a Business: Buy-Sell Agreements, Employment Agreements and Initial Appraisals do matter, but not necessarily in the way you may think.
By Richard M. Morgan The Tax Court in the recent Adell v. Comm. Case has made some very interesting determinations that will help in planning ...
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Shifting business opportunities: An incredible strategy to shift wealth and income to other family members if you have or create the right facts.
By Richard M. Morgan The 2014 U.S. Tax Court case, Bross Trucking v Commissioner, illustrates the type of facts needed to shift business opportunities that ...
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Asset protection for beneficiaries in bankruptcy does not exist for outright transfers to beneficiaries.
Just reviewed a wonderful article written by one of the primary asset protection gurus in the country as to a recent bankruptcy court case where ...
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Tips on choosing your estate planning team
Finding a trustworthy person with the right level of knowledge who is willing to serve as your executor, trustee, power of attorney agent or medical ...
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Creative Tax Planning Needs to be Able to Withstand Scrutiny in the Light of Day. Invisibility Can Only Give You a Sense of Ignorant Bliss.
Case in point: On May 9, 2014, various federal agencies announced that their criminal investigation of Swisspartners Group had come to an end with Swisspartners and ...
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