Inheriting Crypto the Right Way

Inheriting Cryptocurrency the Right Way

Legal documents, such as wills, can be a sensitive topic for many of us. Yet, we must plan them carefully to properly safeguard our family members’ inheritance successfully. For the vast majority of cryptocurrency or bitcoin owners, the last thing on our minds is what happens when we pass, let alone how inheriting cryptocurrency plays a part in our estate plans. However, just like your conventional assets, it’s critical to […]

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Oh, Give Me a Break!

Oh, Give Me a Break!

How One California Case Proves Having Asset Protection and Mitigation Structures in Place Can Prepare and Secure Your Business Dear Clients, Colleagues and Friends, Spencer owns a small business with approximately 100 employees. Spencer and his company are exposed, daily, to numerous sources of potential liability since every aspect of running the business is full of risks – from investing in new products and providing services to customers, to hiring and […]

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Are you too old for an estate plan

Are You Too Old for an Estate Plan

Ask a person in their 20s or 30s whether they need an estate plan; more than likely the answer will be no. Why? They might say that estate planning is just for the wealthy, or they might suggest that they are too young to worry about such matters. But what about people who feel that they are too old for an estate plan? The fact is a person cannot be […]

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Protecting the Equity in Your Residence

Protecting the Equity in Your Residence

Dear Friends, Colleagues, and Clients, The journey of our entrepreneurs provides essential groundbreaking advancements for industry and society. Unfortunately, not all of them who follow this path are happy with the destination – putting the entrepreneur at risk of lawsuits, legitimate and frivolous. Steve is just such an entrepreneur. Successful in his pursuits, Steve now has a large estate he wants to protect for his children – especially his Silicon […]

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Common high net worth estate planning mistakes

Common High Net Worth Estate Planning Mistakes

HNWI or High-net-worth individuals’ estate planning can be quite complicated. These individuals and families tend to have more multifaceted financial circumstances, which might expose them to taxes and other limitations which median to lower-income households do not face. The bottom line is that HNWI’s estate plans are complex and prone to costly financial mistakes. The greater an estate, the more critical it is to recruit a specialist in the estate […]

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Who needs a gun trust in their estate plan?

Who Needs a Gun Trust in their Estate Plan?

Why should every adult have a legally binding estate plan? A widely accepted myth is that your spouse will immediately receive the entirety of your assets upon your passing. This is not true in every jurisdiction and circumstance. In some instances, your spouse will inherit only a fraction of your worth, with the remainder passing to your heirs or other relatives. Estate planning is essential for ensuring that all of […]

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Putting Cryptocurrency in your Family Trust

Putting Cryptocurrency in Your Family Trust

Bitcoin and other assets supported by blockchain technology are part of a rapidly growing area of interest for folks looking for new ways to invest their wealth. If you own cryptocurrency, it’s particularly important to include it in your estate planning because it’s not a discoverable asset, like real estate holdings or mutual funds. Dying without explicit instructions regarding the fact that you own cryptocurrency, or without providing the private […]

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Are you too young to have an estate plan?

Are you too young to have an estate plan?

You are young and healthy, which means you are too young to have an estate plan, right? Why think about what happens to your assets after you have gotten to this stage of life? While this is a common perception, it couldn’t be further from the truth. There are a number of compelling reasons why it’s important to address estate planning, regardless of how old the individual is or the […]

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Protect Crypto Investment With Estate Planning

Protect Crypto Investment With Estate Planning

Nowadays, an increasing number of individuals are investing in Bitcoin, NFTs (non-fungible tokens), and blockchain tokens. Many have profited substantially from their crypto investments. Yet while crypto-assets may hold enormous family wealth, they also pose complex issues in terms of safeguarding, transferring, preserving, and distributing that wealth. The advantages of protecting assets with estate planning are well known, and cryptocurrency is a valuable asset. As with any other asset, it […]

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Complete Protection and Value for Your Company's IP

Getting Complete Protection and Value for Your Company’s IP

Protecting The Most Valuable Business Asset That You Have Dear Clients, Colleagues, and Friends, For decades, Harold has been building his business after starting it from scratch. He is now preparing to sell his company by identifying all of the company’s assets for a prospective buyer. Harold and his CFO identify the valuable tangible assets such as equipment, rolling stock, cash, equivalents, and accounts receivable. They chronicle the balance sheet […]

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