October 16, 2016

Do Not Plan Your Estate Around Specific Assets! – The case of Jim.

Unless there are compelling reasons why a specific asset should go to a specific person, you should not try to plan around specific assets. We are […]
September 15, 2016

US Estate Tax Planning for Non-Resident and Non-Citizens

Whether you are a US Citizen, Non-Citizen or Non-Resident Alien, you still need to establish your Living Trust. However, your status can play a role in […]
September 9, 2016

Gift Trusts for Minors

School is in session and the little (and not so little) ones are off. You can see them in the mornings, walking through our Del Monte […]