Blog Detail
Wealth Streategies Journal 2.0 (Beta) Feature Articles
http://www.wealthstrategiesjournal.com/articl…
The Wealth Strategies Journal 2.0 (Beta) Articles blog provides in-depth articles on estate planning and taxation, asset protection, business succession planning, fiduciary issues, high-net-worth families and family offices, insurance, investments, marketing, multigenerational values, philanthropy and retirement benefits.
- Added on: Feb 18th, 2009
- Country: United States
- Language: English
- Author: Lewis J. Saret
- Listed in: Law & Legal Personal
- Tags: insurance investments estate planning taxation asset protection retirement benefits
Recent Posts
The Estate Analyst: Testamentary Restraints on Same-Sex Marriage
By Robert L. Moshman, Esq.Love and marriage, love and marriage, goes together like a horse and carriage. This I tell ya, brother, you can't have one without the other. When does a condition on a bequest become imp...
Protecting Trust Assets from the Federal Tax Lien - Installment 2
SSRN link: Protecting Trust Assets from the Federal Tax Lien By Bryan T. Camp Introduction This Article offers some ideas on how to keep the federal tax lien locked out from trust assets using property law conce...
Protecting Trust Assets from the Federal Tax Lien - Installment 1
SSRN link: Protecting Trust Assets from the Federal Tax LienBy Bryan T. CampIntroduction One common issue facing those who create trusts is how to protect beneficiaries from creditors. One of the biggest, badd...
Insuring the Investment Portfolio
By Somnath Basu We insure our life, health, our houses, our cars, teeth, eyes, our jewelry, our art, our voices, our pets ....... why not our stocks and bonds? If there were to be anything mystical in finance then it certainly w...
Defensive Allocation Strategies Protect Portfolio Assets in Bear Markets
By George N. Luciani, CFPDefensive Allocation portfolio management vs. buy-and-hold Long-Only portfolio management has always been a mainstay of foundations and pensions but is becoming more accessible to advisors of high net worth (HN...
The Estate Analyst: "Nevada's Restricted LLC and LP"
By Robert L. Moshman, Esq.Attention all state havens for income and transfer taxation (this means you Alaska, South Dakota, and Wyoming), prepare to be jealous of the latest state advantage in the effort to be the most taxpayer friendly haven for est...
