| Below is a list of articles with the most recent ones listed first. |
|
|
What is a QPRT? |
| A qualified personal residence trust ("QPRT") is a special type of trust, detailed by Internal Revenue Service regulations. Details enclosed. |
|
|
Limited Liability Companies |
| An LLC is an entity formed under state law to conduct a business or investment activity. What you should know about LLC's. |
|
|
FLP Details |
| This is a detailed list of the FLP (Family Limited Partnership) facts and what you should know. |
|
|
CLUT and Family Limited Partnership |
| The CLUT (Charitable Lead Unitrust) details and whether it is right for you. Family limited partnerships (FLPs) have become a popular planning tool for the high net worth individual. The following contains the advantages of an FLP. |
|
|
GST Tax Planning and Gift Exclusion |
| This Generation-Skipping Transfer tax can eat more than you bargained for. Is your family prepared? |
|
|
Medicare and Estate Planning |
| Essential information about Medicare coverage and estate law. Will you be prepared? |
|
|
Social Security |
| Here is a list of highly important information for those on social security or those approaching the required age. |
|
|
Asset Protection Strategies |
| How to ensure that your assets and investments stay safe and secure in a dangerous market. |
|
|
Auto Insurance |
| Here are a few hints and tips to use when it comes to your automobile insurance. A bad choice can cost you dearly. |
|
|
Corporate Care Insurance |
| A quick overview of the complicated structure that is corporate insurance. |
|
|
Mortgage Life Insurance |
| Mortgage life insurance details and tips for the average consumer. Am I prepared? |
|
|
Long-Term Care Insurance |
| This is a popular list of insurance tips when dealing with long-term care and accelerated death benefits. |
|
|
Insurance Company Ratings |
| Can your insurance company cover thier end? Some may not be able. This is a quick list of high value insurance info that many clients find helpful. |
|
|
Limited Partnerships |
| Limited partnerships allow you to own a portion of a business entity giving you an opportunity for capital appreciation and tax deferral. |
|
|
Real Estate Investments |
| This outlines how the average consumer can use the real estate market to thier advantage. |
|
|
Individual Real Estate Tactics |
| The following is a short guide to buying and selling property and how it effects your long-term investments. |
|
|
Consumer Debt |
| This section briefly describes an individual's options when it comes to consumer debt. |
|
|
Charitable Contributions |
| This is a quick look at charitable contributions and how they can effect your cash flow situation. |
|
|
Cash Flow Management |
| This is a short guide to help the average consumer budget thier cash flow and make intelligent decisions with thier investments. |
|
|
