Estate Planning Turns into Lifetime Planning

Mr. Courage Leads the Way The story you are about to read has all the ingredients to make you cheer, applaud and cry. Yes, it’s an estate planning story. But [...]

Estate Planning for Special Guys

In your second marriage…or about to marry…or have significant other. After business hours the American male business owner likes company… female company. My experience – as a tax planner – [...]

Asset Protection and Estate Planning (05/10)

Essential, Compatible and Wealth Saving Bedfellows The typical reader of this column hates paying taxes. Beating up the IRS – legally – is often their favorite indoor sport. What tax [...]

What’s the risk of an outdate (or no) estate plan? (04/10)

Probably lose half of your hard earned wealth to the IRS. Theodore Roosevelt, the 26th president of the United States, said it: “In any moment of decision, the best thing [...]

Would you invest four hours to stop the IRS from taking one-half of your wealth? (03/10)

Over the years I have asked the above question hundreds of times: when giving one of my many tax-saving seminars, or over the phone when a reader of this column [...]

Are you affluent (wealthy/rich)?… Sad, but you are under attack… it’s time to fight back (02/10)

Yes, the USA is the greatest country on the planet Earth. Why? … Simply put: our free society and, in a word, “CAPITALISM” (which is defined in Webster’s Dictionary as [...]

Succession planning for your family business… often your achilles’ heel… how to avoid the pain (12/09)

Two phone calls – in the same week – from readers of this column rang my (it’s-time-to-write-a-succession-planning-article) bell. The first call is a succession planning horror story. The caller loses [...]

Insurance secrets – all easy to do, create tax-free wealth and legal – they don’t want you to know about (11/09)

You’ll be delighted by what you are about to read. The real subject – courtesy of flaws in the tax law – is tax-advantaged investment strategies…. The kind of stuff [...]

Careful: when your well-meaning professional says, “it won’t work,” it usually means, “i don’t know” (10/09)

I’ll bet the farm that this article will save many business owners (who want to transfer the family business to their kids) a ton of taxes. Let’s set the stage [...]

An easy way to maximize your investment income…private placement life insurance (09/09)

This article continues my quest to lead the education parade for my readers in the areas of “How to make it” and “How to keep it.” Today’s subject matter – [...]

Estate Planning Turns into Lifetime Planning

Estate Planning for Special Guys

Asset Protection and Estate Planning (05/10)

What’s the risk of an outdate (or no) estate plan? (04/10)

Would you invest four hours to stop the IRS from taking one-half of your wealth? (03/10)

Are you affluent (wealthy/rich)?… Sad, but you are under attack… it’s time to fight back (02/10)

Succession planning for your family business… often your achilles’ heel… how to avoid the pain (12/09)

Insurance secrets – all easy to do, create tax-free wealth and legal – they don’t want you to know about (11/09)

Careful: when your well-meaning professional says, “it won’t work,” it usually means, “i don’t know” (10/09)

An easy way to maximize your investment income…private placement life insurance (09/09)

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