Give to Your Loved Ones (Not Uncle Sam)
Published: Mon, 08/22/16
Hi The government wants a piece of any large gift. Anything over the annual e clusion amount will be ta ed to the receiver during your life, and…
LegaLees
clients, students, and interested parties
CORRECTION: Discount Extended
Published: Mon, 08/15/16
Hi We have been informed by sharp-eyed readers that the year listed for this September's Boot Camp was 2013. Given that this was our mistake, we are e…
Costly Mistakes
Published: Sat, 08/13/16
Hi Timing makes a huge difference. In the Olympics, small mistakes lose medals. In your life and business, knowing what you need to do and how to do…
Would I Use a Children's Trust?
Published: Thu, 08/11/16
Hi Back in the later 20th Century, Children's Trusts were popular estate and income ta planning tools. The trusts were used to "freeze" estate values…
Can I Have a Self-Settled Trust?
Published: Tue, 08/02/16
Hi Government doesn't like people to escape their creditors. Therefore, it is generally against public policy to allow self-settled trusts--…
Can I Use a Trust for Asset Protection?
Published: Thu, 07/21/16
Hi Irrevocable trusts offer great asset protection, but you lose much of your control over the assets in them. Your living revocable trust gives you…
Last Day for $250 Off
Published: Mon, 07/11/16
Hi We would love to have you join us this September 12-13 in beautiful Salt Lake City. Here's what our June attendees had to say to anyone considering…
Last Chance: Special Event in New York
Published: Thu, 07/07/16
Hi I have made special arrangements with a long-time friend and trusted colleague, Wright Thurston, to allow my students to attend Peak Performance…
Last Chance: Special Event in New York
Published: Thu, 07/07/16
Hi I have made special arrangements with a long-time friend and trusted colleague, Wright Thurston, to allow my students to attend THIS WEEKEND's Peak…
Fireworks
Published: Wed, 07/06/16
Hi I hope your Fourth of July celebration went off with fireworks and a bang! I enjoyed mine with Kristy and my family. I think we are down to the…