Wealth Strategies Journal 2.0 (Beta) - Articles

Recent Posts from Wealth Strategies Journal 2.0 (Beta) - Articles

• The Estate Analyst: Testamentary Restraints on Same-Sex Marriage

  By Robert L. Moshman, Esq.Love and marriage, love and marriage, goes together like a horse and carriage. This I tell ya, brother, you can't have one without the other.       When does a condition on…

• Protecting Trust Assets from the Federal Tax Lien - Installment 2

  SSRN link: Protecting Trust Assets from the Federal Tax Lien By Bryan T. Camp Introduction       This Article offers some ideas on how to keep the federal tax lien locked out from trust assets using property…

• Protecting Trust Assets from the Federal Tax Lien - Installment 1

  SSRN link: Protecting Trust Assets from the Federal Tax LienBy Bryan T. CampIntroduction      One common issue facing those who create trusts is how to protect beneficiaries from creditors.  One of the biggest, baddest creditors out there…

• Insuring the Investment Portfolio

  By Somnath Basu   We insure our life, health, our houses, our cars, teeth, eyes, our jewelry, our art, our voices, our pets ....... why not our stocks and bonds?   If there were to…

• Defensive Allocation Strategies Protect Portfolio Assets in Bear Markets

  By George N. Luciani, CFPDefensive Allocation portfolio management vs. buy-and-hold Long-Only portfolio management has always been a mainstay of foundations and pensions but is becoming more accessible to advisors of high net worth (HNW) clients as well. The…

• The Estate Analyst: "Nevada's Restricted LLC and LP"

  By Robert L. Moshman, Esq.Attention all state havens for income and transfer taxation (this means you Alaska, South Dakota, and Wyoming), prepare to be jealous of the latest state advantage in the effort to be…

• The Estate Analyst: "The King of Pop's Estate: The Will of Michael Jackson"

  By Robert L. Moshman, Esq.The King is dead; long live the King.1 The King of Pop's mortal life has ended with debts in excess of $500 million but the value of his immortalized image could…

• The Estate Analyst: "Tax Reform Preview"

  By Robert L. Moshman, Esq."That's one small step for man, one giant leap for mankind."               --Neil Armstong, July, 1969 Change is in the air...tax change that is. The recently released "Green Book" from the…

• "Switching" ILITs

  By Julius H. Giarmarco, Esq.Irrevocable life insurance trusts ("ILITs") are commonly used to keep insurance proceeds outside the estates of the grantor-insured, the grantor's spouse, and the grantor's descendants (if a generation-skipping trust is used).…

• FROM NASCAR CONDOMINIUMS TO PRIVATE MAUSOLEUMS: KEEPING THE VACATION HOME IN THE FAMILY - PART 3

  FROM NASCAR CONDOMINIUMS TO PRIVATE MAUSOLEUMS:  KEEPING THE VACATION HOME IN THE FAMILY - PART 1FROM NASCAR CONDOMINIUMS TO PRIVATE MAUSOLEUMS:  KEEPING THE VACATION HOME IN THE FAMILY - PART 2By Wendy S. GoffeVI.    Ongoing…