Basis: What You Need to Know

“Basis” is a term used frequently in tax law. But for many, the term is unfamiliar and intimidating—perhaps something they feel is better left to a certified public accountant to worry about. Nevertheless, a basic understanding of the concept can be very helpful for understanding important estate planning strategies used by your attorney and financial [...]

By |2021-08-20T10:53:50+00:00August 20th, 2021|Estate Planning|Comments Off on Basis: What You Need to Know

The Shocking Truth About Asset Protection Planning

Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to pay one’s debts. They think that asset protection planning is immoral because it prevents a creditor from collecting on a judgment entered by a court. The truth is the U.S. justice system is unpredictable. Defendants are faced with ever-expanding theories [...]

By |2019-03-29T20:16:06+00:00March 29th, 2019|Estate Planning|0 Comments
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