November 18, 2016

Multi-National Planning

In today’s world, multinational planning is not just a luxury for the few.  It has become a necessity for many.  Citizens of the modern economy live, play, do business and own assets in more than one place.  Few of us live in the same location where our parents lived, and our […]
July 22, 2016

Types of Trusts

Types of Trusts. Defining a Trust is just the beginning.  There are many varieties and types of Trusts.  These are some of the most common types of Trust: Testamentary Trust.  A Testamentary Trust does not come into existence until the Grantor dies.  Typically a Testamentary Trust is created by the Grantor’s […]
February 15, 2016
prepper emergency documents

Prepper Papers Survivalist Documents

The opportunity for preparation is lost once the crisis has begun. It is vital to have certain legal and medical emergency documents in place before you need them, so that when you need them, you are ready. This list is a resource you can use to identify for yourself what emergency documents you and your family will need. There are five specific things you can do to prepare your emergency documents so that you will not fear.
September 15, 2015

S Corporations and Charities

S Corporations and Charities S corporations and charities lie at the cross roads of advanced estate planning.  Most new wealth is generated through corporate structures.  Most corporations are S corporations.  Most advanced planning for the people who own such corporations will include a charitable component. The net effect is that […]