Succession Planning
500 Year Plan
How many human institutions last 500 years or more? How pretentious is it to presume that we can establish a Trust or a business enterprise without an expiration date, and which at least in theory could last indefinitely? And yet, that is exactly what we seek to do. We help our clients establish “Dynasty” Trusts…
Read MoreLion Dad Book Review
Lion Dad At Freedom Fest 2022 in Las Vegas, I was a speaker along with Steve Forbes, Ben Stein, Sen. Rand Paul, John Cleese, and many others. While there, we met with one of our clients, the author of Lion Dad (Nudge Your Cub into a Top 100 College Today, Including the Ivy League: What…
Read MoreLottery Winner Now What
I Won The Lottery, Now What? We have represented many lottery winners over the years. If you are a lottery winner, “Now what?” is the question on your mind. We approach this question with our clients not just from a legal or financial perspective, but from from the view of its wholistic impact on both…
Read MoreEstate Planning for Hyper Inflation
Hyper Inflation Planning for inflation is challenging. Inflation is a tricky monster. It creates the illusion of an increase in value. When prices go up, things are worth more. Right? Wrong! With inflation, prices go up, but value remains the same. In reality, inflationary price increases mean the currency is worth less. Inflation means that…
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