by rjmintz | Jul 13, 2012 | blog
As of July 1, 2012, Virginia became the 13th state to pass legislation approving the use of Asset Protection Trusts. The new law, similar in purpose to statutes in Delaware, Nevada and other states, allows individuals to protect assets within a self-settled trust....
by rjmintz | Jul 13, 2012 | blog
A family limited partnership was once a rather esoteric way for wealthy families to centralize the management of real estate and various pots of money. But this is not a normal tax year. Read full article In an Unusual Tax Year, the Wealthy Turn to...
by rjmintz | Jul 2, 2012 | blog
A 3.8% surtax on investment income began in 2013 as part of the health care overhaul in 2010 and applies to couples with Adjusted Gross Income over $250,000 (or singles over $200,000). The tax applies to items of investment income, such as dividends, rents, interest...
by rjmintz | Jun 25, 2012 | blog
Over the course of the next few weeks we’ll be detailing particular asset protection solutions aimed at specific issues raised by many of our clients. For example, we’ll examine Private Retirement Plans, Privacy Plans, Pre-Nuptial Asset Protection and...
by rjmintz | Dec 16, 2011 | blog
I recently discovered The White Coat Investor when they posted a favorable comment about our book “Asset Protection for Physicians and High Risk Business Owners”. The site publishes excellent investing and personal finance information for medical...
by rjmintz | Sep 25, 2011 | blog
Why We Turn Down Clients It’s true that we are in the business of providing legal advice and services and representing our clients, but there are many times when we just can’t accept a particular case. This seems to be happening a lot lately and this is a good...
