Category

Estate Planning
The isolation of assets, such as parcels of real estate into different LLCs, is a common and beneficial asset protection strategy.
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While proceeds from life insurance payments are income tax-free, they can be subject to wealth transfer taxes. An irrevocable life insurance trust can ensure that doesn’t happen.
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When family members enter into business relationships with one another their intimate relationships make proper planning and documentation even more critical.
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In some circumstances, the use of a GRAT can help increase the value transferred to a trust while minimizing tax exposure.
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Families can establish limited partnerships to manage certain assets, but a high level of expertise is required to best leverage these business entities to achieve a client’s long-term goals.
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Some dynastic trusts can literally last forever, making proper drafting and flexibility extremely important for providing tax efficiency and asset protection for generations to come.
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For anyone over 18 years of age, Healthcare Power of attorney, durable power of attorney and HIPPA documents are very important.
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Your private medical information is yours alone, but a HIPPA waiver can help ensure your private medical information is disclosed to loved ones so that you can get the best care during a time of crisis or need.
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Powers of attorney documents are perhaps the most critical estate planning tools that are used while a person is still alive.
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Powers of attorney documents are perhaps the most critical estate planning tools that are used while a person is still alive.
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