Parents fearing deportation pick guardians for U.S. children
Shoot, they can get a FREE nomination of guardians just by attending our free estate planning seminar. Parents who immigrated illegally to the United States and now fear deportation under the Trump administration are inundating immigration advocates with...Info Overload? Subscribe to our Priority Alerts (browser push notifications)
Overwhelmed by too much information? Simply click on the red bell icon in the lower left corner of your browser (Chrome and Firefox) to subscribe and you will receive just a few, occasional, high-priority push notifications in your browser. You can easily unsubscribe...Emotionally Connecting with Clients
The following is an outline of a formula we lifted directly from our affluent research on how to establish and strengthen an emotional connection with clients. Source: Emotionally Connecting with ClientsWill Robo-Advisors Benefit From The DOL Fiduciary Rule?
“Robo-advisors are expected to be the big winners with the DOL’s fiduciary rule,” says Jo-el Meyer, managing editor of pensions & benefits at Bloomberg Law.“During the development of the rule, the DOL often pointed to robo-advisors as the future of...How Behavioral Economics Can Help Your Clients Retire Rich
Say you do not have a will. You’re unlikely to go get one today, Ariely said. But you could say that by the end of the month you’ll find a lawyer and make an appointment.If you write down the steps and set a timeline, it is not a guarantee you’ll do that task,...Should You Invest In Long-Term Care Insurance?
“We don’t know if we’re going to get Alzheimer’s or anything like that. I think the best thing is to have your team of advisers. 30’s, 40’s, 50’s, is a good time to meet with an attorney, get estate planning documents put in place so there’s someone to act on...Demi Moore Pool Death Puts Asset Protection To The Test
Article’s tone is rosy, but there are a lot of concerns here. In addition to the seasoning requirement in the asset protection trust statute of the trust situs, there is a ten year seasoning under US bankruptcy law, plus this is CA realty owned by a CA...Who Gives to Charity and Why
Over 2,300 years ago, Aristotle commented on the challenges one faces when considering how to make larger charitable gifts:To give away money is an easy matter and in anyone’s power, but to decide to whom to give it, how much to give, when to give, and to give for the...The Biggest Lie in Life Insurance
Valid point, especially now that the estate tax beast so rarely bites and may soon be destroyed. The article points out a few reasons for having life insurance, but omits some important ones such as estate creation for young families. Thus, the biggest lie in...5 Important Estate Planning Lessons for Parents in Manchester by the Sea
Manchester by the Sea isn’t the first time Hollywood has built compelling stories hinging on the death of a loved one followed by the revelation that an unlikely or ill-suited guardian has been named to care for the deceased’s surviving offspring. Baby Boom...Arguments for Keeping Death Tax Weak, BUT…
The arguments set forth in this Bloomberg article for keeping the death tax are weak (compare this other recent Bloomberg article pointing out the role inheritance plays in keeping whites richer than blacks), but the article comes close to making an important point so...Tailoring the Trust Protector’s Role
The Bespoke Trust Protector – Tailoring the Protector's Role from Matthew McClintock WealthCounsel VP Matt McClintock has been at the forefront in this cutting edge planning area — adapting the age-old concept of trust protector, commonly used in...Could you be David Bowie’s lovechild? Deadline looms to claim share
According to the article, Bowie admitted to being “incredibly promiscuous” — yikes, bad planning or no planning here to avoid pretermitted child claims. Anyone who believes they are David Bowie’s secret love child should make their case...OJ Simpson may be released soon to enjoy successful #AssetProtection planning
That adds up to £240,000 a year and will amount to a £2.16million fortune by the time of his anticipated release.Under America’s Employee Retirement Income Security Act, the pension cannot be touched by creditors, despite Simpson owing almost £27million....Who’s Charging What for Trust Services?
A survey of fees charged by some major trust companies. Fees and minimums vary quite a bit. Trust fees are headed higher according to our pricing survey completed this week. Some firms work strictly from a rate card. Others decide what your client will pay when...Calif. Lawmaker Readies Estate Tax Plan if Congress Repeals
The name is Wiener, of course. SACRAMENTO, Calif. (CN) – Warding against the possibility of Congress nixing a lucrative federal estate tax, a California lawmaker on Tuesday announced a measure to ask voters to approve a mirroring state version. Source: Calif....Wife Has No Gain, Loss or Estate Inclusion on Transfer of Trust Assets Pursuant to Divorce Settlement Agreement
In Private Letter Ruling 201707008 (released Feb. 17, 2017), the Internal Revenue Service ruled that a wife wouldn’t recognize gain or loss from her husband’s transfer of property to a trust for her benefit under a proposed divorce settlement agreement....Do You Have a “Day After” Insurance Policy?
Insurance is a form of risk management, designed to minimize the loss associated with certain events like flood, fire, accidents, disability, and even death. Most insurance requires an agent and the payment of premiums. However, there is a type of insurance...President Trump Cuts Through More Red Tape
Since day one, President Donald J. Trump has been cutting regulatory red tape in Washington in order to help the American people and increase efficiency. Costly regulations and job-stifling bureaucratic red tape have held back the American economy for far too...How do recent updates to estate tax laws impact your future?
Utility indeed, especially with added flexibility of the Clayton election and other precautionary provisions. Many of our married clients have structured their estate plans to apply the federal estate tax exclusion amount to create a trust for the benefit of their...Notes from Front Sight Private Training 20170218&19
Just a few notes from my recent private training at Front Sight last weekend, February 18th and 19th. I had hoped to DG and then aggressively plunge into my first foray in the tactical arena, but due to my feeling a bit under the weather, plus the actual weather...The Defense to the Donald Trump Handshake – YouTube
Americans Renouncing Citizenship at Record High
Tax savings aside, keep in mind that citizenship renunciants are not only prohibited from possessing firearms, but also are prohibited from hiring armed bodyguards. Why? It all goes back to the Civil War, and to a tax meant to deter potential draft dodgers from...Ten Steps to Effective Strategic Planning
Ten ways to plan strategically in the medium term so the business stays in the family for the long-term.PWC recently rolled out the 8th edition of their biannual Family Business Survey. One of the major themes of the study was a shocking inattention among...Is a donor-advised fund right for you?
DAF pros and cons Here are the advantages and disadvantages of using a DAF: Immediate tax deduction. Your contribution to the DAF is deductible in the tax year in which the initial contribution is made. You don’t have to wait until the fund makes distributions...IRS’ “Won’t Rule” List
How comforting — as dictators go, the IRS plays very fair in telegraphing its hand-wringing (chop-licking?): Every year, the Internal Revenue Service updates its list of topics on which it will:(1) not issue rulings, (2) ordinarily not issue rulings, and (3) not...SEVEN Lessons for Wealthy Clients From Kim Kardashian’s Robbery
Lesson Number Seven: Only travel where you are allowed to be armed (example: Costa Rica). Six pieces of advice you can offer your wealthy clients to help avoid trouble when they travel. Source: Six Lessons for Wealthy Clients From Kim Kardashian’s...A Better Way To Say “I Love You”
As Valentine’s Day brings heart-shaped chocolate boxes and roses by the dozen into your clients’ imaginations, seize the moment to educate them about the drawbacks of “I love you” wills and introduce them to the estate planning move that’s actually going to...Golfer fends off gator with golf club
After this DGU (ok, it’s a Defensive Golfclub Use not a Defensive GunUse, but same basic idea) against a gator dragging him into the water, this golfer recognizes the importance of carry. “I guess a golfer should always keep a club in his hand,” Aarts...KRAV MAGA TRAINING • The Fastest gun disarm (Tutorial) – YouTube
The Wall Drill – YouTube
Handgun Training on the Cheap – USA Carry
Some good tips in this article, though I cringe when I hear the term “dry fire” and recommend staying away from snap caps. The need for inexpensive practice and training can arise for many reasons. You may just be getting started and need time to...The Russian Summer Camps Where Students Box and Assemble AK-47s
I have to agree — not the Boy Scouts — especially with the newly transgendered Boy Scouts. I was an Eagle but never had firearm exposure in scouts, though many of the councils offer that now. (One of them, up north, retained me to help do some trust...Brutal sucker-punch leads to man’s death
Police on Wednesday released disturbing surveillance video showing a vicious sucker-punch that led to the death of a 64-year-old man in Queens. Source: Brutal sucker-punch leads to man’s death | New York PostMan Awakens After 12 Years in a “Vegetative State,” Says “I Was Aware of Everything”
Something to think about when filling out that advance health care directive: Now Martin is married and has penned a memoire about his life. He has gained control of his body and in his book Ghost Boy, he writes, “My mind was trapped inside a useless body, my...7th Circuit Rules Minors Have #2A Rights, Families Have Right to Train
This is a hugely important case. It is of course logical that if we (families) have Second Amendment rights, we (families) have a right to train our kids. Because we certainly cannot depend on government schools to do that for us (too busy teaching the three...Armed citizen holds concerned burglar at gunpoint
“This was perfect cooperation between law enforcement and the concerned community,” he said. “When the entire community is against you, you don’t stand a chance at criminal activity.” Source: Concerned citizen holds Lowcountry...Deli owner’s 29 security cameras did not stop robbery, his GUN did (but we have cool video)
Camilo told the CBS affiliate that he felt the need to defend his family after the men pointed a gun at his brother. He said he has 29 security cameras installed at the deli. Source: Pistol-packing deli owner fires at robbers in gripping surveillance video | NJ.com...Alleged Serial Tire Slasher Shot To Death By Neighbor in Manteca, CA
MANTECA (CBS13) – An alleged serial tire slasher was shot and killed by a neighbor who claims it was in self-defense. Source: Alleged Serial Tire Slasher Shot To Death By Neighbor In Manteca « CBS SacramentoA Firearm Coloring Book Aims To Make Gun Safety Fun
I still have one of JPFO’s coloring books somewhere, but this looks much more serious at least in terms of graphics. Freelance graphic designer Sara Westman decided to create something she wanted: a firearm coloring book. Drawing on her experience as a...Advice for Medical Staff Dealing with Active-shooter in ER
Some states allow either concealed carry or open carry. Some medical facilities in Texas have signs posted stating that no one can carry into the facility either open or concealed. But in many of those facilities, there are internal policies allowing staff...Knife? Distance (Gun) is Your Friend
It’s important to realize the controlled and engineered nature of our knife disarm practice methods. These training methods have value in the context of our overall development as aikidoka, but don’t be overconfident in your ability to get a disarm to work against an...More Older Adults Prefer ‘Living Apart Together’ – Study Finds
Interesting and unfortunate trend, and I think unnecessary in many cases if people would only get good estate planning advice — for example, on blended family planning. A major theme seemed to be independence— older couples wanted their family and...Celebrities who give up US citizenship may neither possess a gun NOR HIRE AN ARMED GUARD
Hmmm… Here’s a list of twenty of them. Hope they realize two things.First, that they have become prohibited persons under the Gun Control Act (18 USC 922(d) and (g)(7) prohibit a person “who, having been a citizen of the United States, has...Mother Shoots At Woman Trying To Break Into Tulsa Home
Police said Ward didn’t make it far into a child’s bedroom because the mother, with her two kids inside, shot at Ward in self-defense.Covered in blood from shattering the bedroom window, police said Ward tried to break into several other homes in...Woman Shoots at Burglar in Attempted Home Invasion
She told police that she shot her personal firearm at an individual she believed was trying to break into her home. The woman was unsure if the bullet struck the individual, but said the person fled immediately after the shot was fired. Source: St. Joseph Woman...Even though marijuana is legal, here are 9 ways federal law affects California pot users, businesses – The Orange County Register
Gun trust attorneys were warning of this outcome long before the Wilson case. Medical marijuana patients don’t have a Second Amendment right to own a gun, according to a federal appeals court decision that came down in August. Source: Even though marijuana is...Gil Smart: How I changed my mind on guns
I think that’s the allure: the idea that if you have a gun, you can be in control rather than being at the mercy of someone else.Indeed, the moment I realized my position had changed came in the wake of a brutal rape-murder in my hometown of Lancaster....Is That a Pistol in Your Pocket? A Guide to Dating While CCW – USA Carry
For those of you who routinely carry and are single, dating raises some interesting questions and challenges. In an effort to get to the bottom of the issue and find some solutions, two of our writers volunteered to collaborate on this article. Here’s the...
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