Blueprint for Wealth Radio 2011
12/31/11: Segment 1: Claiming Residency & Domocile in Various States Segment 2: Dave Zangrilli, Esq., Odin Feldman & Pittleman, P.C. 12/24/11: Segment 1: Top 10 Planning Rules for Managing…
Read MoreListen to Mahfuz Ahmed of DISYS on Blueprint for Wealth on February 12th!
Join me and my special guest, Mahfuz Ahmed, CEO and founder of DISYS, on Saturday, February 12, 2011, on Blueprint for Wealth, at 10am on WFED 1500AM and WWFED 820AM. …
Read MoreListen to Blueprint for Wealth on February 5!
Join me and my special guest, Rick Lesan, Founding Principal of Frontier Advisors, on Sat., 2/5 for another edition of Blueprint for Wealth, on WFED 1500AM and WWFD 820AM at…
Read MoreAsset Protection Update
Please listen to this weekend's (2/5/11) Blueprint for Wealth on 1500AM and 820AM at 10:30am to hear me discuss 2010 developments in asset protection planning. Specifically, I will tell you…
Read MoreEstate Planning Glossary
A Administrator The court appoints an administrator to settle the estate of a person who dies without a will or with a will that does not designate an executor.…
Read MoreBusiness Planning Glossary
A Accelerated cost recovery system (ACRS) Schedule of depreciation rates allowed for tax purposes. Accelerated depreciation Any depreciation method that produces larger deductions for depreciation in the early…
Read MoreBusiness Succession Planning
According to a recent national survey, 25-33 percent of family business shareholders who are nearing retirement haven’t completed any estate or succession planning other than writing a will. Some experts…
Read MoreFamily Limited Partnerships and Limited Liability Companies
The family limited partnership (LP) or limited liability company (LLC) is a gifting and asset protection vehicle that can enable someone to make gifts of units (or interests) to children…
Read MoreIrrevocable Non-Grantor Trusts
As an alternative to a sale of an appreciated asset to an intentionally defective grantor trust (IDGT) or a self-cancelling installment note, you could sell an appreciated asset to children…
Read MoreIntentionally Defective Grantor Trusts
Like a grantor retained annuity trust, an installment sale to a grantor trust may be an effective means for a individual to transfer part of the future income or appreciation from…
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