Retirement Planning

November 17, 2016

Expatriation Exit Tax

Expatriation – Giving Up Your U.S. Citizenship Is a Taxing Experience Multi-national planning can include deciding choosing where you will be a citizen.  Sometimes the tax grass appears greener on the other side of the proverbial fence.  Jump the fence and giving up your U.S. citizenship, can trigger an Expatriation Tax. […]
July 25, 2016

Medical Directives

What is a Medical Directive? Definition:  A Medical Directive is an expression exercising a person’s right to accept or decline medical treatment, even if it results in death.  A Medical Directive is a powerful planning tool to make decisions concerning one’s health care personally rather than leaving it up to others. […]
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 […]
July 8, 2016
How to tell your children about your estate

To Tell or Not to Tell Your Children About Your Estate

To tell or not to tell your children, are they ready? What should you tell your children about your estate?  How much do you tell them about your personal or business finances?  How much do they need to know?  How much of it is simply none-of-their-business? These are questions we […]