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The Retirement Planning Matrix

December 7th, 2015

Retirement planning is a crucial aspect for any individual. Every working person is encouraged to set up an IRA. There are different types of IRAs to choose from. If you have questions such as ‘what is an IRA’, or ‘what is Self-Directed Roth IRA’, then you have come to the right place. Major types of […]

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Challenges-In-Estate-Planning

Emerging Challenges for Effective Estate Planning

December 5th, 2015

If you are an estate owner or a financial planner you do appreciate the critical role of an effective estate plan. Modern day estate planning practices extend beyond the traditional constricts of disposition of assets after a testate passes away. Today, clients need a broader range of services to help accumulate their wealth, preserve and […]

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Estate Planning and Power of Attorney

December 2nd, 2015

Have you ever considered what would happen to your finances if you were incapacitated for long? Of course it is not a pleasant subject to dwell on but this is life, and death is inevitable. With age the situation becomes even more pertinent. Managing financial investments when you are incapacitated is impossible and this puts […]

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The thin Line between Buying Luxury Cars and Estate Planning

November 27th, 2015

How much does a car cost? If a customer were to ask you this as a car dealer, you would definitely wait for him/her to clarify what they have in mind. Is their taste in the Mercedes C-class or do they want the 2015 Porsche Cayman? Are they interested in the top rated Nissan Sentra […]

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"intellectual-property"

How to Approach Estate Planning of Intellectual Property

November 24th, 2015

Intellectual Property (IP) houses specific areas of law that includes patent law, trademark law, copyright law and other forms of intangible property. This aims to protect IP owners against theft of their rights and technology. Intellectual property should be protected in two ways – a) by registering your trademarks/copyrights, and b) estate planning and transfer […]

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Legal Steps for Estate Planning When You Say ‘I-Do’ for the Second Time

November 21st, 2015

  In recent times, blended families have become a common occurrence. The near future may observe a similar trend. While it makes for bigger and happier families in most cases, some legal complications may stem from blended families. One of them includes estate planning in a manner where the extended family also has to be […]

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"extended-legacy-planning"

3 Crucial Extended Legacy Planning Lessons for the Elite

November 17th, 2015

Prevent unpleasant surprises by establishing a legacy while you are still alive. Extended legacy planning reduces the burden of tax on your family members, gives you the power to protect your designated beneficiaries against market fluctuations, and allows you to control the death benefit proceeds. This article examines 3 beneficial ways in which you can […]

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The Utility and Exploitation Of Special Purpose Entities In Commercial Organizations

November 11th, 2015

Are SPEs Actually A Wiser Way To Financing? This article examines the purpose and profiteering of Special Purpose Entities in corporate structures for risk management. This powerful funding tool facilitates the creation of certain assets while maintaining secrecy and avoiding taxes. The newly created assets are then used as collaterals and this has made them […]

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Posted in: Financial Planning,
SPV Asset Securitization

What you need to know about Special Purpose Vehicles in Asset Securitization

November 10th, 2015

Special Purpose Vehicles (SPVs) or Special Purpose Entities (SPEs) play a major role in financial markets, and are frequently used for structured finance transactions, asset securitization or joint ventures. An SPV acts as a subsidiary company to enable an asset and liability structure as well as hold up a legal status and secure obligations, on […]

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ESOP

Compelling Reasons To Consider An ESOP Plan for Wiser Wealth Diversification

November 7th, 2015

Your business is your biggest asset that has endured every disruption, conflict, and challenge to stay successful till date. As a business owner, you spend a lot of time on improvising your strategies and upgrading your services. You are constantly thinking about your customers, employees, stakeholders, and even your suppliers. You are always busy finding […]

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"Estate Planning Procedures"

The Procedure Involved in Estate Planning

November 5th, 2015

In today’s world, it is important to leave a legacy behind and estate planning helps an individual accomplish just that. This process helps to define parameters as per the wealth and estate left behind, in a manner that allows the family to minimize taxes and other expenses, and deal with their loss at ease, the […]

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Estate-Planning

10 Things You Need to Know about Estate Planning

October 30th, 2015

Whether your estate comprises of numerous properties, bank accounts or just personal possessions, one day it will be passed on to someone in the family or a chosen loved one. It’s essential to make every bit estate count, for when you no longer need it, how you choose to pass it on will live with […]

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