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Estate Planning & Asset Protection

Avoiding Taxes with a NING Trust

Eliminating State Income Taxes With a NING Trust

How Non-Grantor Trusts Help Protect Your Assets from State Income Tax In 2017, the Tax Cuts and Jobs Act (TCJA) was signed, restricting many of the deductibles on state income taxes. As a result, a great deal of discussion lately has surrounded the use of the Nevada Incomplete Non-Grantor (NING) Trust. Grantor vs Non-Grantor Trusts […]


Long-Term Care

Long-Term Care Insurance: What People of All Ages Need to Know

Long-Term Care Insurance Protects You and Your Assets The biggest threat to one’s nest egg or the assets that he wishes to leave his loved ones is not necessarily a recession or tumbling stock market, but rather the debilitating march of time that could cause them to face the kind of chronic illness or disability […]


recognizing tipping points

Recognizing Tipping Points to Keep Family Wealth in the Family

Preserve Wealth by Recognizing Tipping Points Families that have worked extremely hard to build wealth find it even more difficult to preserve that wealth over time. Often, the concern is that a wealthy family could go from shirtsleeves to shirtless in three generations. The first generation creates the wealth. The second generation consumes the wealth and the third […]


medical identity theft

Identifying Different Types of Medical Identity Theft: It Can Happen to You

Medical Identity Theft is a High Cost Crime Norah said she thought it was odd when she received a letter from her insurance company denying a $7,000 insulin pump. She wasn’t a diabetic. That letter should have been an alert that Norah had been a victim of medical identity theft. If you are denied insurance […]


best advisor you can hire

Don’t Go It Alone: The Best Advisor You Can Hire Is Worth Every Penny

The Best Advisor You Can Hire Would Hire Herself, Too The best advisor you can hire will be a clever and a creative problem solver who interacts with you with total integrity, honesty, and ethical conduct. The worst? Someone’s goal of growing richer and richer at your expense- and that’s one of the better scenarios. […]


Sibling Squabbles over Moms Money

Sibling Squabbles over Mom’s Money: Divvying Assets Between Multiple Heirs

Financial Transitions when Mom Has Money For many, it is a common dream: a peaceful retirement after years of hard work providing for your family. It is the iconic American Dream to work and then to pass along the fruits of your labor to the next generation. But as lovely as this image may feel, […]


digital estate planning, digital assets

Digital Assets Estate Planning

What happens to your digital assets at death? Recent law changes let you design and control a digital estate plan for your online property.


Inheriting the Family’s Finances: Helping Boomer Women Survive Financial Transitions

As the baby boomer generation ages, women outlive their husbands more often than not. Too often, the couple’s financial advisors sit across from aggrieved widows who were not involved in money decisions. In this situation, what can boomer women (and their advisors) do to ease the pain and burden?


tax-efficient portfolio investing client

Tax-Efficient Portfolio Management: Tips and Tricks for Investors

Fiduciaries must also offer a careful review of the probable tax impact of any investment strategy — without a tax-efficient focus, their work remains incomplete.


Tax Strategy for High Net Worth Families

Multi-Generational Tax Strategy for High Net Worth Families

For high net worth families looking for a robust, multi-generational tax strategy, private placement insurance and variable annuity contracts are a viable solution.


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