How To Lay Your Death Tax To Bed Before You GoAfter a lifetime of asset accumulation, death taxes can be a rude reality for families. Currently federal death taxes are 40%. Several…Jun 8, 2022Jun 8, 2022
How Foreign Entities Can Bolster Your Business PlanMany U.S. based businesses avoid foreign entities due to lack of familiarity. Foreign structures can be strong tools in the business…Jun 8, 2022Jun 8, 2022
Core Financial Skills For The Younger GenerationsThe “shirtsleeves to shirtsleeves” phenomenon is an age old trend in which the vast majority of family wealth is dissipated by the third…May 18, 2022May 18, 2022
Estate Planning; An Overused Phrase with Underapplied PrinciplesEstate planning is experiential -a specific document or technique, such as a will, life insur-ance, or a trust. Some professionals use…Dec 7, 2021Dec 7, 2021
Prenuptial Agreements; Are They Enough?After having accumulated assets, most families envision eventually transitioning family wealth to younger generations and empower them to…Dec 7, 2021Dec 7, 2021
Adam Chodos — Attorney and CPA in FloridaAdam Chodos is an attorney and formerly a certified public accountant, serving as the managing member of Chodos & Associates in Boca Raton…Sep 29, 2021Sep 29, 2021