Enjoy this article from STEP: “The UK’s House of Lords is being urged to reject opposition amendments to the UK’s Criminal Finances Bill 2017, which would force British Crown Dependencies and Overseas Territories (CDOTs) to establish publicly accessible registers of company beneficial ownership as early as 2019.
Read More »STEP – US doctors succeed in attorney-client privilege claim over micro-captive insurance advice
Enjoy this article courtesy of STEP: “In US v Micro Cap KY Ins. Co. Inc. (No. 5:16-cv-00278, 2017 WL 1132904), the US District Court (Eastern District of Kentucky) held, on March 27, 2017, that email communications between two doctors and the a law firm, which had advised them in the formation of captive insurance companies, […]
Read More »Are You Familiar With Community Property Trusts?
An essential part of Estate Planning for married couples in California involving understanding basis. Basis: Typically, this is what you paid for an asset, although it can sometimes be different for property that was given to you as a gift, rental property, or small business interests such as S Corporations or partnerships. Regardless of […]
Read More »5 Things Every New Mother Needs to Know About Wills
As a new mother, you naturally want to ensure your new baby’s future in every way. For many new mothers, infancy is a time for celebrating new life, and making a will is the last thing on their minds. For others, the process of bringing new life into the world sparks intense feelings of wanting […]
Read More »Life Insurance and Estate Planning: Protecting Your Beneficiaries’ Interests
One misconception people have about life insurance is that naming beneficiaries is all you have to do to ensure the benefits of life insurance will be available for a surviving spouse, children, or other intended beneficiary. Life insurance is an important estate planning tool, but without certain protections in place, there’s no guarantee that your […]
Read More »Three Social Security Traps
What you don’t know about Social Security benefits can hurt you and your spouse for the rest of your lives. Here are three traps to avoid when taking your benefits.
Read More »STEP – For whose eyes only?
Enjoy this article courtesy of STEP:
Read More »Bailiwick Express – Court door “slammed shut” for fake owners
Check out this article by Bailiwick Express. “The Royal Court has delivered a landmark judgement which is intended to send a message out to those who mislead the financial authorities.
Read More »How to Choose a Trustee
When you establish a trust, you name someone to be the trustee. A trustee does what you do right now with your financial affairs – collect income, pay bills and taxes, save and invest for the future, buy and sell assets, provide for your loved ones, keep accurate records, and generally keep things organized and […]
Read More »Who Should Be Your Successor Trustee?
If you have a revocable living trust, you probably named yourself as trustee so you can continue to manage your own financial affairs, but eventually someone will need to step in for you when you are no longer able to act due to incapacity or after your death. The Successor Trustee plays an important role […]
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