Estate Planning
Incidents of Ownership
If you own a life insurance policy on yourself, you may be paying premiums for the benefit of the IRS.
Read MoreThe Family Bank
The Family Bank What is a Family Bank? Well, to start, it’s important to understand why a Family Bank may be useful. Why a Family Bank? Most families who have worked hard to accumulate wealth share a concern for the long-term welfare of their offspring. They want them to have security and at the same…
Read MoreCorona Virus Emergency Documents
We have provided an on-line resource to help our clients and friends prepare for contingencies while we all “shelter in place” during an emergency such as the current corona virus / COVID-19 lock down. Any medical or financial crisis will be much worse if there are also legal complications. To be prepared during during the…
Read MoreJurisdictional Diversification
Jurisdictional Diversification Jurisdictional Diversification is a reality for most people whether they know it or not. If you have family members or property or business interests in more than one place, you are dealing with more than one jurisdiction. Most of the time, such jurisdictional diversification happens by accident. We just go where we go…
Read More