Articles

October 27, 2014
Estate Planning & Asset Protection

Estate Planning & Asset Protection

Estate Planning and Asset Protection. Often, when we plan our estate, we also protect our assets.  On one level, estate planning embodies asset protection.  We plan an estate to protect it from excess taxes, probate, litigation, and administrative difficulties.  We want it to pass to the intended parties with a […]
October 20, 2014
Do It yourself Estate Planning

Do It Yourself Estate Planning

Do It Yourself Estate Planning. There is a time and place for do it yourself estate planning.  DIY documents are particularly well suited for the young, those just starting out, those with little to lose, and those that are going to stay that way.  For example, a DIY business entity […]
September 29, 2014
Preventing LItigation

Preventing Litigation

Preventing Litigation Protecting assets requires us to assess what we are trying to protect the assets from.  Some risks are greater than others, both in their likelihood and in their capacity for damage.  In my experience, the single most destructive risk any family faces in protecting their assets is inter-family […]
September 27, 2014

Avoiding Short Term Capital Gains

Is Avoiding Short Term Capital Gains Possible? When it comes to tax planning, I often get calls asking for a brilliant way to not pay short term capital gains after a taxable event has already occurred.  Sadly, there are not a lot of good options.  People get told what they cannot […]