by Jiah Kim | Jun 26, 2017 | Estate Planning
Whether you are just getting started with investing or you have earned millions of dollars in returns, your brokerage accounts are worth protecting. Brokerage accounts are among the easier assets for your creditors to get their hands on; and, even if you own an...
by Jiah Kim | Apr 25, 2017 | Estate Planning
You’ve spent your entire working life saving for retirement. You’ve adopted a conservative investment strategy, and you think your retirement assets are relatively safe. But, are they? Or, could a judgment or commercial creditor come and steal them away? Whether you...
by Jiah Kim | Mar 20, 2017 | Estate Planning
For startup founders, there are a number of special considerations involved in putting together a cohesive and effective estate plan. From tax considerations for transfers of restricted stock and self-directed IRAs to planning for the future of your business in your...
by Jiah Kim | Feb 27, 2017 | Estate Planning
If you are US citizen married to a citizen of a foreign country, deciding whether your spouse should go through the process of obtaining US citizenship (known as “naturalization”) requires careful assessment of a wide range of personal, family, legal, and financial...
by Jiah Kim | Feb 13, 2017 | Estate Planning
When it comes to putting together an estate plan, there is no shortage of options for preserving your financial legacy. While preparing a simple will used to be enough, probate litigation, and increasingly complex investment vehicles, maintaining control over the...
by Jiah Kim | Jan 30, 2017 | Estate Planning
When was the last time you reconsidered your estate plan? If your answer is, “It’s been a while,” it may be time for an update. In fact, with President-Elect Trump’s proposed repeal of the estate tax, anyone who structured their estate plan around minimizing their...
