How-To guide to succession planning for successful estate planning and transitioning your business to your successors. Timelines, how to choose your successor and the transitional options avaiable are discussed.
If you’re a bu…
A Single Member LLC is not enough protect from the creditor claims. The LLC is used as a pass-through for income and expenses. Many financial advisors believe the charging order defines the creditor as a “substituted limited partner for ta…
What is the definition of a gift tax? What are the gift tax exemptions and stipulations? How to avoid gift taxes within the family, with tuituion expenses, medical expenses and chartiable organization donations?
Any time you g…
About inheritance tax: discuss the differences of an inheritance tax and estate tax. What are the inheritance tax exemptions? How to protect yourself from inheritance tax by creating a trust or gifting with a charitable gift annuity.…
About frivolous lawsuits: the difference between a frivolous lawsuit and a legitimate lawsuit. How frivolous lawsuits drive up healthcare costs. What are the sanctions to stem frivolous lawsuits? Effectiveness of countersuits.
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Medical Malpractice defined and the processes of it. Who are the persons involved in a Medical Malpractice? Why the Medical Malpractice Lawyer should avoid frivolous lawsuits? What are the Medical Malpractice Attorney fees and the rewards…
About DUI (Driving Under the Influence) or DWI (Driving While Influenced) and its consequences and procedures. Discuss the tests of DUI and the legal proceedings once charged with Driving Under the Influence.
A DUI/DWI (Drivin…
Offshore Annuity-What is it? What are the benefits and advantages of an Offshore Annuity? Compare Offshore Annuity vs. Deferred Variable Annuity. Discuss asset protection and tax advantages of an Offshore Annuity.
An Offshore…
About real estate tax. Role of property assessor and real estate tax maps. What is the Homestead real estate tax exemption? What are the real estate tax penalties? Discuss estate tax lien and affidavit to remove the tax.
The h…
Eldercare strategies are discussed. Who will provide the eldercare? Does Medicaid pay for eldercare? How do legal documents such as a Will, Living Will, Financial Directive and Medical Directive affect eldercare? What is Durable Power of A…