Trust & Estate Blog
How to keep your legal documents current
A mistake many entrepreneurs make is not having current legal documents. This makes them vulnerable to the piercing of the corporate veil. Corporations or LLCs are separate entities; the owners and managers have limited personal liability for the company’s debts. If the corporate veil is pierced you could be held personally liable for corporate debts.…
Read MoreDigital Assets Explosion = Passive Power!
[alert size=”alert-block” variation=”alert-info”] Receive Free Copy of Our Book! “The Power of Passive: Profiting From Your Digital Assets” [one_half] [/one_half] [one_half_last] We will soon release a short book that expands on this subject. To receive your free copy, just submit this short form: First Name Email Address [/one_half_last] [/alert] Tax Strategies, Wealth Building and…
Read MoreConnect Legacy Planning and Asset Protection to Your Tax Reduction Strategies
If you take just one of the following tax reduction steps, you can start to reap saving benefits that will result in significantly reduced tax liability every year. If you take two or all three of these steps, you can take your business and personal portfolios to the next level, where even more opportunity for…
Read MoreConnect Legacy Planning and Asset Protection to Your Tax Reduction Strategies
If you take just one of the following tax reduction steps, you can start to reap saving benefits that will result in significantly reduced tax liability every year. If you take two or all three of these steps, you can take your business and personal portfolios to the next level, where even more opportunity for…
Read MoreLegacy Planning & Wealth Building
Your success has been hard-earned and full of important lessons about the value of each and every dollar you’ve received or spent. You’ve burned the midnight oil once too often, but recognize that is what it took to get to the point of being a successful entrepreneur with a loving family and an important role…
Read MoreWin the Lottery, Become an Instant Millionaire! But How Do You Keep Your New-Found Wealth – and Your Privacy?
We’ve all fantasized about hitting the lottery and winning millions of dollars at one time or another. It’s hard to resist buying a ticket or two when the jackpot hits $100M or more. But what happens if you actually win? Would you be ready to handle your new-found fame and fortune? The answer is probably…
Read MoreNBA Rookie of the Year Uses Irrevocable Trust to Protect His Financial Future
We have all read stories of movie stars, athletes, and other celebrities shoved into the spotlight of fame and wealth, only to end up broke after a successful career because they did not plan for their economic future. One good example is former NBA Rookie of the Year Allen Iverson of the Philadelphia 76ers. Iverson,…
Read MoreEstate Planning 101
Benefits of an Estate Plan The best estate plans are created by focusing on people, not just property. In its most basic terms estate planning is how your affairs will be managed in the event you are not around, either because of your death or incapacity. No one wants to think about their mortality but…
Read MoreEstate Planning 101
Benefits of an Estate Plan The best estate plans are created by focusing on people, not just property. In its most basic terms estate planning is how your affairs will be managed in the event you are not around, either because of your death or incapacity. No one wants to think about their mortality but…
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