Blog
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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Should the Feds Pay You To Complete an Advance Directive?
By Diane Weinberg As estate planners and elder law attorneys, we frequently bemoan the fact that so few individuals plan for disability or a final ...
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Sharing The Little Wow Moment!
While I think about estate planning, taxes and solving problems all day long, every once in a while I come across something new that makes ...
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Banks Wreak Havoc on Estate Planning By Forcing the Use of Joint Accounts
Recently, I met with a new client, and was confronted yet again with the result of bad advice from bankers. The client had a power ...
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U.S. Department of Labor Issues Guidance on Same Sex Marriages
On September 18, 2013, the U.S. Department of Labor followed the Internal Revenue Service in stating that the definitions of “spouse” and “marriage” used in the Employee ...
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