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...
by Jiah Kim | Dec 23, 2016 | Estate Planning |
If you are like most people, your retirement goals are focused on ensuring that you will have the money you need to live comfortably in old age. Saving through stock market crashes and economic downturns can be a struggle, and it can truly be a feat to build a...
by Jiah Kim | Dec 16, 2016 | Estate Planning |
While it is not something we like to think about, there is always a chance that we could pass on unexpectedly. Injuries and illnesses lead to countless premature deaths each year; and, for those who do not have an estate plan, an untimely passing can leave many...
