Estate-Plan-Trusts
A Guide to Purchasing Real Estate in Mexico for Americans
For Americans buying their dream property in Mexico, it?s important to understand the differences between Mexico?s real estate system and that of the United States. Read more →All I Need Is a Will, Right?
All too often I am asked this question at seminars or in response to my newspaper ads relative to Estate Planning. The Questioners have a genuine concern for their families and a realistic approach to life. Read more →An Estate Planning Primer
An estate plan can be designed by clients and their professional advisors to achieve the client?s personal and financial objectives. Or, it can be an arrangement imposed upon survivors by state intestate succession laws if someone dies with? Read more →Anguilla as a Offshore Jurisdiction
Anguilla is another jurisdiction with misleading bank secrecy. Commercial confidentiality is contained in the statues, BUT the government of Anguilla will co-operate fully with law enforcement agencies and regulators in other jurisdictions, think wholesale fishing expeditions and inquiries related to ? Read more →Appointing A Financially Literate Executor
During the estate administration, the personal representative (the Executor where there is a will and the Administrator, where there is none) has full control of the assets of a deceased's estate. Read more →Asset Protection - Who Needs to Protect Their Assets?
America has often been referred to as a litigious society, meaning that we are prone to engaging in lawsuits for even the most frivolous of offenses. Ordinary people have been sued for anything and everything including: having wireless internet in their homes, not raking their front walkways, coughing in public, and giving bad reviews of former employees. Read more →Asset Protection Options
The worst thing you can do is own assets in your own name. If you are ever sued, you could lose everything. In this article I will introduce you to several structures you can use by themselves or combined to protect your business or your assets. Read more →Beneficiary Controlled Trust Fact Sheet
A beneficiary controlled trust is fast becoming a favorite estate planning tool as rising real estate prices push up the value of middle class estates. Read more →Charitable Remainder Trusts: Preserving Your Estate
Most people would not dispute the value of financial and estate planning, but studies show that relatively few people actually adopt such a plan. Too bad, because in its present form financial and estate planning ensure that a person's assets and property will be put to the greatest use during life, and to the beneficiary's best use after death. Read more →Choosing Guardians for Children
The most important decision you'll make in your estate plan is appointing guardians for your minor children. Who you pick will impact not only your children but also the lives of your guardians. Read more →Aphorism
The hardest thing in the world to understand is the income tax.
Albert Einstein