by Jiah Kim | Sep 18, 2017 | Asset Protection Planning, Estate Planning |
Life insurance can provide a critical financial safety net for your loved ones if you die unexpectedly. But, if you do not plan accordingly, it can also create a substantial tax burden (eliminating many of the benefits your policy was designed to provide), and it can...
by Jiah Kim | Jul 27, 2017 | Asset Protection Planning |
When it comes to preserving your wealth, not only for yourself but for future generations, the first step toward executing a sound asset protection strategy is to narrow down the options you have available. Should you form a trust or limited liability company (LLC),...
by Jiah Kim | Mar 6, 2017 | Wealth building |
If you live, have lived, or are planning to live in the United States, it is important to think about how your time spent in the US could affect your wealth. Along with tax and estate planning considerations, foreign nationals (and citizens alike) must also consider...
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 | Nov 24, 2016 | Estate Planning |
If your estate planning goals include establishing a lasting legacy through charitable donations, aside from making outright gifts (which will make sense for certain people under certain circumstances), your two primary options are: (i) to establish a trust, or (ii)...