14 August
I wanted to continue the discussion related to estate taxes by starting with one of the easiest estate tax strategies to employ. This strategy is called the ILIT, or irrevocable.
I wanted to continue the discussion related to estate taxes by starting with one of the easiest estate tax strategies to employ. This strategy is called the ILIT, or irrevocable.
Today I’m going to give you a quick primer about estate taxes. Before we get into all the nitty gritty details and secrets and strategies, it might be nice if.
This newsletter is going to probably seem a little bit like a teaser. But it’s not. :) I just want to get you thinking about the future now. Not strategy..
You ever hear an attorney say they have been “practicing” law for 10 years? Or a doctor say they’ve been “practicing” medicine for 12 years? Ever wonder why we say.
QUICK ANNOUNCEMENT – I was going to talk about asset protection today in this month’s estate planning deep dive, but instead I’m going to share a talk I did with.
Leadership. Yesterday I did a Q&A session with some real estate investors. They wanted to know about dynasty trusts. Translation = they wanted to know how to create a system.
Unless you’ve been in a cave the last 10 days or so, you know there is conflict in the Ukraine. And, while that ignites all of the usual thoughts about.
If you’ve completed your estate plan with me you are fully aware of the part of the process where you have to decide whether or not to remain on life.
Here’s something you may not know about me: I read at least 20 pages of a book that teaches me something every day. That means I get through quite a.
If you know me well at all you know I’ve got a laundry list of things I want to do in 2022. I want to open more locations of CMS.