Asset Protection Tips for Physicians, Business Owners, and Professionals

  These three asset protection tips can help physicians, business owners, and other professionals protect their assets from various types of creditors. Whether you are a physician or not, you probably know that the practice of medicine is a profession fraught...

How to Protect Your Child’s Inheritance from An Untrustworthy Spouse

Parents who develop an estate plan often do so to provide for their heirs financially. They, like you, want to protect your child’s inheritance from an untrustworthy spouse. Many want to make sure hard-earned assets, family heirlooms, or closely held businesses...

Tis the Season . . . to Gift (or Not)

We have discussed the 2012 tax-saving opportunity quite a bit here lately.  You can read previous posts here and here.  This article continues our conversation by providing our clients and readers a number of factors to consider when deciding whether to gift or not to...

Tax Pitfall of Employer-Owned Life Insurance

What happens when a company loses its top salesperson to a tragic accident?  Imagine that the salesperson drove 40 percent of the company’s million-dollar-a-month revenue.  Can the remaining, less experienced sales staff compensate for the loss?  Do the...

Why Don’t Women Understand the Need and Importance of Estate Planning?

Why don’t women understand the need and importance of estate planning?  It happens at least once a week.  A woman comes to my office because some matter of urgency has triggered the “fear factor” and “forced” them to consult...

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