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 […]
September 15, 2014
Business Entity and Estate Planning

Your Business Entity and Estate Planning

Your Business Entity and Estate Planning The larger the estate, the more likely there will be business entities involved.  A common mistake is for the business entities and the estate planning structures to be disconnected.  When an estate or business plan is “integrated” the parts will all be connected.  For […]
September 5, 2014
What is a Trust?

What is a Trust?

What is a Trust? Trust Definition:  What is a Trust?  A Trust is a contract that controls property.  A Trust has three parties.  First, there is the party who creates the trust.  This party is typically called a “Grantor.”  This party may also be called a  “Settlor” or “Trust Maker” or “Trustor.”   Second, there […]