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Questions About Guardianship of Paul Walker's Daughter Answered
When actor Paul Walker passed away last November, his death left more questions than how it will affect the “Fast & Furious” movie franchise he starred in; it also raised the issue of who would be the guardian(s) of his 15-year-old daughter, Meadow Rain Walker. According to an AP report on May 28, Meadow will…
Read MoreQuestions About Guardianship of Paul Walker's Daughter Answered
When actor Paul Walker passed away last November, his death left more questions than how it will affect the “Fast & Furious” movie franchise he starred in; it also raised the issue of who would be the guardian(s) of his 15-year-old daughter, Meadow Rain Walker. According to an AP report on May 28, Meadow will…
Read MoreAsset Protection: Structures for Personal & Business Success
[blockquote right=”pull-right”]“My business is doing great and I’m making lots of money, but I pay high taxes, the stress is affecting my health, and my family has no idea about what to do if something should happen to me.”[/blockquote]We provide personal and business planning services designed to minimize your tax liability and maximize your assets.…
Read MoreAsset Protection: Structures for Personal & Business Success
[blockquote right=”pull-right”]“My business is doing great and I’m making lots of money, but I pay high taxes, the stress is affecting my health, and my family has no idea about what to do if something should happen to me.”[/blockquote]We provide personal and business planning services designed to minimize your tax liability and maximize your assets.…
Read MoreWin the Lottery, Become an Instant Millionaire! But How Do You Keep Your New-Found Wealth – and Your Privacy?
We’ve all fantasized about hitting the lottery and winning millions of dollars at one time or another. It’s hard to resist buying a ticket or two when the jackpot hits $100M or more. But what happens if you actually win? Would you be ready to handle your new-found fame and fortune? The answer is probably…
Read MoreLegacy Trust Case Study
(317) 268-8880 Free In-Depth Tax Analysis Legacy Trust Case Study Estate Plan Concerns Bill and Ann want to make sizable gifts to their children, but also would like for these gifts to benefit their grandchildren and later generations. ► Gifts Should Avoid Estate And Gift Taxes It is important to Bill and Ann that the…
Read MoreLegacy Trust Case Study
(317) 268-8880 Free In-Depth Tax Analysis Legacy Trust Case Study Estate Plan Concerns Bill and Ann want to make sizable gifts to their children, but also would like for these gifts to benefit their grandchildren and later generations. ► Gifts Should Avoid Estate And Gift Taxes It is important to Bill and Ann that the…
Read MorePrivate Foundation Case Study
Estate Plan Concerns Sam and Doris have been contributors to various charities for many years. They would like to pass on their spirit of giving to their children. Estate Plan Solution A private family foundation can accomplish this goal and enhance the overall estate planning for Sam and Doris. Private Foundation Trust Process Founder creates…
Read MoreQualified Personal Residence Trust (QPRT) Case Study
(317) 268-8880 Free In-Depth Tax Analysis Qualified Personal Residence Trust Bill owns a vacation mountain home that his family has enjoyed for many years. After giving it some thought, Bill has decided that he would like to give the home to his children, now, rather than waiting to pass it on at his death. Estate…
Read MoreSale for a Private Annuity Case Study
(317) 268-8880 Free In-Depth Tax Analysis Sale for a Private Annuity Case Study Estate Plan Concerns Susan owns an asset worth $1,000,000, which is expected to generate high levels of income and appreciation for the foreseeable future, resulting in a total after-tax annual return of 15%. ► Asset Generates Income; Would Use Entire Gift Exemption…
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