Nice website, fancy suit, SEX? Impressing the Millennial Legal Consumer
Avvo takes a strikingly binary view of a problem that is a lot more complicated than they let on: how to attract millennials as clients. People say I have a nice website, I’ve been ranked by Justia as the No. 6 lawyer in the US in terms of twitter...Five Ominous Signs for the Securities Industry
Enjoy the run, because it may not last. This past year provided evidence that there’s a growing grassroots revolt brewing among the individual investors who have been so crucial to the securities industry for decades. This awakening is likely irreversible...Trumpian Carryover Basis Regime to Heat Up Life Insurance?
“Estate freeze” is a term that’s so commonly tossed around in the estate planning community that it’s actually become fairly useless shorthand, as it can be used to describe such a wide variety of techniques. However, as discussed by Jeffrey N. Pennell in his...Italy: New Beneficial Tax Regime for New Residents
Please share this info with all of your Democrat friends who promised to leave the US if Trump was elected. Seriously — how often does the Italian government change hands? Too often. Eligible taxpayers—that is, individuals who haven’t qualified as Italian tax...Guided by Voices: Planning via Voice-Activated Apps
These must be the same Satanic voices that give us LegalZoom and self-driving road hazards. I dissent. Are there any humans left? Enough with these charlatans and their dangerous, destructive boondoggles. In the future, I can see this evolving into a more...Armed American Ex-Felon Shoots Illegal Meth-Addicted Ex-Mex Federale to Save AZ Trooper
This article is marked Priority. Click the BELL ICON at the lower left of your screen to manage priority alerts (Chrome and Firefox only). More details are out on a recent story involving an armed Good Samaritan who saved a cop’s life. In my previous post, while...The Great Misconception about Active (and Tactical) Management
Tactical management was created to meet the typical investor’s needs and expectations. While still considered active, tactical management is quite different. Tactical management seeks growth during “normal” times but is engineered to avoid the majority of the...Retirement in the Gig Economy
Pew’s research, based on U.S. Census Bureau survey data, found that 56 percent of part-time workers in lower-hour industries do not have access to a 401(k) or other retirement plan, compared with just 29 percent of full-time workers in higher-hour industries....Nine Common Privacy Planning Issues
Planning for privacy is best started by placing an attorney (along with the attendant attorney-client privilege) at the head of your planning team. Ensure that discussions and financial transactions are as secure and confidential as possible. Source: Nine...Pope axes Knights chief in condoms row
Conservatives say any use of condoms violates Church teaching that considers all forms of contraception to be an unacceptable barrier to life. Francis and his predecessor Benedict XVI have both adopted a more flexible stance, signalling that the use of condoms...The Divorce Penalty: This 401(k) Fee Can Add Insult to Injury
(Bloomberg) –A profit center. A silent fee. One more kick in the pants.Those are a few of the ways divorce lawyers describe the fee that many 401(k) plan participants have to pay when they need to divide a retirement account in a divorce. As more wealth...Planning for the Brady Bunch: Joint RLT Pour-over Strategies
Given some of the concerns of blended and complex families mentioned above, what route can meet Jim and Carol’s needs? The joint RLT pour-over is one good option for such a situation. The strategy contains three separate trust agreements: a joint RLT for Jim...An Estate Planner’s 11 Tips for the New Year
It’s time for us to heed our own advice.New Year’s resolutions are easier said than done right? Much like taking your own advice. So, I decided to sit down and write about the same advice I’ve given to my clients over the years that I could use myself. Here are...Life After the Death Tax
Most agreed the new Republican regime in Washington may get rid of the long-loathed estate tax (this year levied at a top rate of 40 percent on assets above the exemption of just under $11 million for a married couple). Yet, it will almost certainly be replaced...Seven Philanthropy Trends To Expect
As with most of these wealthmanagement.com articles, watch out for the liberal slant. For example, in highlighting increased funding for “constitutional rights” there is mention of “privacy” and “separation of church and...Trump tells business leaders he wants to cut regulations by 75 percent or ‘maybe more’
Trump meets with CEOs and pledges to cut taxes ‘massively’ 11 Hours Ago | 03:13President Donald Trump told business leaders on Monday he believes he can cut regulations by 75 percent or “maybe more.” Source: Trump tells business leaders he...Lessons Learned From U.S. Tax Fraud Case
The court also found that Dee Wyly, the widow of Charles Wyly (who was Samuel Wyly’s brother and business partner), hadn’t committed tax fraud, even though she was a joint signer on Charles’ returns. However, she must pay taxes, penalties and interest for a...Repeal and Uncertainty Impacts Estate Administration
Good advice in this article, but much of the uncertainty can be removed with thorough, comprehensive planning with an eye toward flexibility. For example, in our planning (http://Protect.LIFE), we offer not only the current flexibility of the Clayton election,...ETFs For Higher Rates And Inflation
The new president has an ambitious plan to spend money and cut taxes. Here are a few exchange-traded funds that can provide some ballast for a likely rise in both interest rates and inflation. Source: ETFs For Higher Rates And InflationDon’t Worry Bond Investors, Baby Boomers Have Got Your Back
“If you believe in follow the money, you need to follow the baby boomers,” Nerbrand said in a phone interview. “Bond yields may not revert back to their historical averages even if inflation were to rise because the structural story is still there.” Source:...A Different Kind of Retirement
Not too late to avoid this, folks: From a sensorial point of view, it’s impossible to tell the difference between the ‘real thing’ and the virtual experience. The program is purely voluntary and benefits from large economies of scale, so it is affordable to...Top 10 Expectations for Nonprofits, Charities and Donors
Some good advice here, but the apparent SJW author who included a plug for Planned Parenthood would do well to follow his own advice and consider millennials, who now are moving away from abortion. Transparency and technology are at the forefront. Source: Top...WATCH: Two twins, separated at birth, meet each other first time LIVE
Five Strategies to Chasing UHNW Unicorns
There are many types of advisors, but only lawyers are subject to state bar ethics rules and able to provide attorney-client privilege for confidentiality. Most importantly, planning is not all about money, and we know that. Go to http://Protect.LIFE and let an...Trump’s Legacy of Winning
[bctt tweet=”.@realdonaldtrump: You’ll say Mr. Pres we win #2A much, can’t take it & I’ll say #MAGA” username=”guntrust”] Trump’s legacy of winning is motivational for any individual, family, business or country....Business Coach Appalled by Her Advisors
What I especially didn’t like was something I heard from a colleague who had some of her own personal money with the advisor. She said he told her some gossip about another person in the firm, an employee whose 401(k) he was handling—something about the person’s...Obergefell and Judicial Supremacy: It’s Not Over | National Review
This content is for members onlyShould You Carry With a Round in the Chamber? – YouTube
Best way to understand the need is to take training that involves skills tests under time pressure, like at Front Sight.Close Combat Techniques
Most of these techniques are taught at Front Sight and that is the safest way to learn them. All drills set forth in this article should be practiced numerous times “dry” with an unloaded and cleared firearm before “going hot” and conducting the exercises with...Does Exercise Improve Concealed Carry? – USA Carry
You and your physician understand best what type of exercise you can do so ultimately all these recommendations are simply that – our best ideas on what types of workout improve CCW abilities. Source: Does Exercise Improve Concealed Carry? – USA...Young Robber Expected Compliance, Lesson Received is Real Shot in the Arm
Police contacted him there and the suspect was taken to the hospital for a gunshot wound to his arm. It was there, police say, that he admitted to the robberies. He allegedly told police that he targeted gas stations because “they are supposed to just...#Orwellian Confidante of Pope Francis Tweets “2+2=5”
Theology is not #Mathematics. 2 + 2 in #Theology can make 5. Because it has to do with #God and real #life of #people… — Antonio Spadaro (@antoniospadaro) January 5, 2017 Defenders of the above propositions in Amoris Laetitia are in the unenviable...California Lays Brown Budget Egg, Cooked Geese Flee State
California slaps high tax rates on the rich, and when they and/or their income leaves the state, the solution is…guess what…more taxes. Including property taxes, especially commercial. Or is it the gun control that is chasing good families away?...Six Things Family-Owned Firms Should Know About Succession Planning
Among the chief goals of succession planning is providing continuity of management and minimizing the tax costs of transferring property interests to new generations.Source: Six Things Family-Owned Firms Should Know About Succession PlanningBystander shoots suspected carjacker
Investigators said the suspect then got caught in a fight with a bystander, who was legally carrying a gun. The suspect attempted to grab the gun, when the bystander shot the suspect once in the right leg. Source: Bystander shoots suspected carjacker in...Ohio CCW instructor gets 5 days in jail for death of range owner
This is why you do not entrust your safety to inexperienced local trainers who cut corners on safety either because they don’t know any better, or because they have to distinguish themselves in the marketplace through some new, unorthodox technique. This...“Let’s go rob a gun shop” (thugs may find video disturbing)
Surveillance video from Dixie Gun and Pawn in Mableton, Georgia, shows the brief moments in which two suspects attempted to rob the shop at gunpoint last month before the owner opened fire on them. Source: Surveillance video released of gun shop robbery gone wrong...National Reciprocity Bill Will Apply to Non-Resident Gun Carry Permits
This is bully, though it may not survive amendments. Many gun owners in states that use a “may issue” permitting process, such as California or New Jersey, are not able to obtain concealed carry permits from their home state—even if they’ve passed a background...Marijuana causes schizophrenia, heart attacks, and firearm prohibition
And don’t forget it also bars you from possessing a firearm, under at least federal law. Marijuana does raise the risk of getting schizophrenia and triggers heart attacks, according to the most significant study on the drug’s effects to date....Pregnant woman shoots at burglar coming through window
But apparently misses so she gets a Mo. It does not appear the suspect was hit by the gunfire, and the suspect fled the scene. It was not immediately known if the suspect left the area on foot or in a vehicle. Source: Phoenix woman shoots at burglar coming...Robber Punches Victim, Victim Runs, Robber Chases, Victim Shoots
“The complainant is actually armed, and he has a valid permit to carry,” said Stanford. “At some point he pulls out that firearm. And he fired several shots, striking the male.” Source: Armed man shoots alleged attacker in Olney |...NRA & CRPA Petition for Cert in Peruta
[bctt tweet=”NRA files for Supreme Court review of Peruta #2A case” username=”guntrust”] Petition for writ of certiorari filed today (last possible day). Read all 302 pages here. Then comment below please. Personally, I think open carry has...Good Samaritan shoots, kills suspect beating wounded DPS trooper on I-10
I have a Front Sight Commander membership waiting for this Good Samaritan, if someone can have him contact me soon. Great job! My only criticism (and it is tough to state any) would be that he had to go back to his car to retrieve his gun. We should always be carrying...Would-be robber and victim die following exchange of gunfire
Sad but useful reminder that a gun is not a magical talisman warding off evil. A gun is useless without training in how to use it, or not use it. Dad gets a Mo for leaving his three kids fatherless. The suspect, whose identity has not yet been released, approached the...A sad sight: Americans running for their lives
A sad sight: Americans running for their lives The great Robert Ripley, "Mr. ‘Believe-it-or-Not,'" told us that no two people have ever seen the same rainbow! Interesting explanation – unless you're standing inside the person watching with you, with your eyes...78-Year-Old Texas Man Shoots, Kills Robber
Filing this under DGU may be a bit generous of me. Old Texan gets a “Mo” as far as I’m concerned. Firing as they flee…striking rear window of truck several times…not good. Then again, this is Texas. The homeowner, whose name has...How to Speak and Be Heard in Affluent Circles
Concise, Conversational, Confident… There is a solution to speaking and being heard (in a positive context) in affluent circles. However it requires you, the financial professional, to understand what your affluent prospect (the person you’re engaging in...Egypt busts organ trading racket, arrests 45 people
Egypt and China are two big reasons to put some planning into how your agents decide to “pull the plug” — what does your advance health care directive say? CAIRO (Reuters) – Egypt has uncovered a network accused of illicit international...NOT OUR CLASS
The photo below is NOT from one of our classes: Yikes! In the comments below, post the first thing that comes to mind about the photo above.
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