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WP90X – Intergenerational Split Dollar: Learning from Levine
Description: Jason Prather, J.D., L.L.M, of Legacy Capital Group and Shane Swanson, J.D. of Stinson…
Read More →WP90X – Estate Planning for Qualified Retirement Plans Post SECURE Act
Description: Ryan Barradas and Vince Brunoforte of WealthPoint provide an overview of Retirement Asset Maximization…
Read More →Want Drama? Don’t Prepare for Estate Taxes
By Tim Young & Michael Kenneth There’s something out there. Something looming. You can’t quite…
Read More →What is the Generation Skipping Transfer Tax?
Recently, M Financial posted a brief blog on the generation skipping transfer tax. Please copy…
Read More →How to Choose a Trustee: Why the obvious choice may not be a wise choice
One of the most important estate planning decisions is that of selecting a trustee or…
Read More →Steve Jobs & Living Trusts
Privacy? This is a very important question for families that have wealth, a family owned…
Read More →Spoiled Brat!
I read this Barron's article today and thought we should discuss it. Too much money…
Read More →How can I protect my family’s wealth from creditors, divorce and future taxes?
It's best to arrange for asset protection as early as possible, preferably before the asset…
Read More →Are my heirs going to be good stewards of my wealth? Or just benefactors of it?
Too much money rarely ruins heirs, it’s too little character. However, you may want to…
Read More →Sibling Rivalry
Fighting siblings at home is annoying and tiresome, as any parent will testify. But sibling…
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