|
July 21 | How to Use Charitable Gifting to Save Taxes: Gifting laws; Mini-Rockefeller Foundation; Charitable Remainder Trust; Charitable annuities; Charitable Lead Trust
|
|
July 28 | Professional Advisors as Bumble Bees: How to work with a CPA, life insurance advisor, property and casualty insurance advisor, financial planner, attorney
|
|
Aug 4 | Preventive Law and How It Protects Your Family: Philosophy; Examples of
Preventive Law
|
|
Aug 11 | Where Therešs a Will, There May Not Be a Way: Probate consequences; Wills; funeral and burial instructions; personal property; Statement of Wishes
|
|
Aug 18 | Our Preventive Law Flagship - the Family Fortress Dynasty Trust: History of Trusts; Probate protection; estate tax protection; preventing spoiled children; client's objectives; Statement of Wishes and protection
|
|
Aug 25 | Make Sure All of Your Asset Cows Are in the Corral before Nightfall: History of funding Trusts; how to transfer your assets; coordinating your retirement plans; documents to use for transferring assets
|
|
Sept 1 | Are You Legally Prepared When You Arrive Unconscious at the Hospital: Living Will, Medical Power of Attorney, HIPAA (Health Insurance Portability and Accountability Act), Mental Health Care Power of Attorney, General Power of Attorney, Babysitter medical consents
|
|
Sept 8 | When Itšs Time to Perform a Life Insurance Ectomy Operation and Create an Irrevocable Family Fortress Trust: When to use the Irrevocable Trust for gifting life insurance; How the Irrevocable Trust is used to provide for children and grandchildren
|
|
Sept 15 | Achieving Family Harmony for Many Generations: the Integrity Agreement; Preventing misunderstandings; the Confidentiality Agreement
|
|
Sept 22 | How to Create a Noble Soul for a Family: Prepare a Family Constitution; Creating family culture
|
|
Sept 29 | Protecting Your Investments in a Limited Partnership: Investment criteria; Dangerous assets; Ownership and control; Family bank
|
|
Oct 6 | Gifting and dealing with spoiled children: Tax free gifting techniques
|
|
Oct 13 | Bad Marriage Can Destroy a Dynasty: Pre-Marriage Agreement; Post-Marriage Agreement; Dealing with divorce
|