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2017 Annual Report Notice Reminder

This Notice is for General Partners and/or Limited Partners of Limited Partnerships (Ltd.) and Limited Liability Limited Partnerships (LLLP), as well as Officers and/or Directors...

DIVORCE AND ESTATE PLANNING BY DEFAULT

This is what happens if you get divorced and don’t bother to change the title or beneficiary designations of your investments and don’t revise your...

PROTECTING YOUR INHERITANCE THROUGH A DISCRETIONARY TRUST

Dr. Cory, a well-respected surgeon and man about town, came from money. He carries no malpractice insurance. He has met with his asset protection attorney...

Three Individuals Charged in $1 Billion Medicare Fraud and Money Laundering Scheme

The owner of more than 30 Miami-area skilled nursing and assisted living facilities, a hospital administrator and a physician’s assistant were charged with conspiracy, obstruction,...

HALF THE TAX AND FULL ASSET

Here is how you can start a new business, pay 15 percent Income Tax on the profits, pay no tax on the sale of the...

DIGITAL ASSETS RELIEF

Earlier this year, we wrote an article concerning what happens to your digital assets, such as email accounts, social network, on-line bill paying accounts, etc.,...

Phishing Remains on the IRS “Dirty Dozen” List of Tax Scams for the 2016 Filing Season

The Internal Revenue Service warned taxpayers to watch out for fake emails or websites looking to steal personal information. These “phishing” schemes continue to be...

DYING TOO YOUNG; LIVING TOO LONG

An old adage in financial planning is that an individual has two great risks in accumulating wealth: Dying too young prevents adequate time to create...

THE CASE OF THE $3,000,000 IRA AND THE SHOPAHOLIC SPOUSE

Dr. Allen, a retired surgeon in his early 70s, is not well. His big concern is his spouse, who is a spendthrift, knows nothing about...

NEW CASE MAY ADVERSELY AFFECT ASSET PROTECTION PLANS

Asset protection attorneys are concerned about a new Florida case which increases the Statute of Limitation on certain asset protection-motivated transfers from 4 years to...