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Your Source for Estate Planning, Asset Protection and Business Transactions for over 35 years! 8 Steps to Take to Ensure Your Will is Valid. January 30, 2014. 1 Keep your will up to date. Your life circumstances have probably changed since you first drafted your Last Will and Testament. Be sure to consult with your estate planning attorney regularly to make sure your document reflects changes to estate tax and other laws. 3 Choose your executor/personal representative with care. 5 Plan for the worst.

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Your Source for Estate Planning, Asset Protection and Business Transactions for over 35 years! 8 Steps to Take to Ensure Your Will is Valid. January 30, 2014. 1 Keep your will up to date. Your life circumstances have probably changed since you first drafted your Last Will and Testament. Be sure to consult with your estate planning attorney regularly to make sure your document reflects changes to estate tax and other laws. 3 Choose your executor/personal representative with care. 5 Plan for the worst.

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10 asset protection

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wscounselblog.com | wscounselblog.com Reviews

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Your Source for Estate Planning, Asset Protection and Business Transactions for over 35 years! 8 Steps to Take to Ensure Your Will is Valid. January 30, 2014. 1 Keep your will up to date. Your life circumstances have probably changed since you first drafted your Last Will and Testament. Be sure to consult with your estate planning attorney regularly to make sure your document reflects changes to estate tax and other laws. 3 Choose your executor/personal representative with care. 5 Plan for the worst.

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wscounselblog.com - Part 2

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Your Source for Estate Planning, Asset Protection and Business Transactions for over 35 years! 4 Important Steps to Protect Personal Wealth From Business Liabilities. January 15, 2014. There are a number of important steps business owners should take to make sure personal wealth is protected from business liabilities, including:. Choosing the right business entity. Complying with all rules and regulations. Having the right insurance. If you own your own business as well as the building that houses your c...

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Harvard Medical School’s Caregivers Handbook Now Available | wscounselblog.com

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Harvard Medical School’s Caregivers Handbook Now Available. January 23, 2014. Harvard Medical School has just published the Caregiver’s Handbook. A special health report designed as a comprehensive resource for anyone who has assumed the role of caregiver for a loved one. The Caregiver’s Handbook is available to order online. For $20 for a printed copy or $18 for an electronic PDF download. Durable Power of Attorney. A legal document that spells out a person’s wishes for end-of-life care. For more inform...

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Tax Planning | wscounselblog.com

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Your Source for Estate Planning, Asset Protection and Business Transactions for over 35 years! 7 Tax Changes That Could Impact Your 2013 Return. January 28, 2014. Noted 7 tax changes that could impact your 2013 return, including:. Increase in top tax rate on income, capital gains and dividends. Investment income Medicare surtax. Medicare surtax on combined salaried and self-employed income. Taxpayers with a combined salary and self-employment income greater than $200,000 (individual) or $250,000 (married...

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Making a Plan for Your Digital Afterlife [INFOGRAPHIC] | wscounselblog.com

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Making a Plan for Your Digital Afterlife [INFOGRAPHIC]. January 21, 2014. As more and more of us join social networks to keep in touch and live our lives online, the practice of planning for what happens to those digital assets after we are gone is a growing area of estate planning. The infographic below — prepared by web hosting information site WhoIsHostingThis? To learn more about estate planning for digital assets, contact. Our Newport Beach law firm. Mail (will not be published). Before You Remarry,...

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9 Good Reasons to Conduct a Trust Review | wscounselblog.com

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9 Good Reasons to Conduct a Trust Review. January 29, 2014. If you have a revocable trust, when is the last time you reviewed it to make sure it still meets your goals and complies with current law? If it has been a few years, then it’s time to conduct a thorough trust review which is usually best done with the help of your estate planning attorney. Here are 9 good reasons you should schedule a trust review soon:. 1 Check successor trustees. 2 Trustee removal by heirs. 5 Funding the trust. You must be su...

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jrmatsen.com

International and US Tax Considerations | Jeffrey R. Matsen

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Call Today 888.972.3476. Preserving, Protecting, and Transferring your Legacy. Jeffrey R. Matsen. Levels of Asset Protection. International and US Tax Considerations. Jeffrey R. Matsen. Levels of Asset Protection. International and US Tax Considerations. International and US Tax Considerations. International and US Tax Considerations. JS; Newport Beach, California. SY; Yorba Linda, California. Jeff Matsen and Wealth Strategies Counsel serve as our corporate counsel and we couldn't be more pleased with th...

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Free Legal Documents | matsen

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Call Today 888.972.3476. Preserving, Protecting, and Transferring your Legacy. Jeffrey R. Matsen. Levels of Asset Protection. International and US Tax Considerations. Jeffrey R. Matsen. Levels of Asset Protection. International and US Tax Considerations. Aside from his superior legal knowledge, judgment and work ethic, I consider Mr. Matsen as one of the most trustworthy, capable and intelligent people that I have ever known.". JS; Newport Beach, California. SY; Yorba Linda, California. Disclaimer Pursua...

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California Business Succession Planning Attorney

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Call Today 888.972.3476. Preserving, Protecting, and Transferring your Legacy. Jeffrey R. Matsen. Levels of Asset Protection. International and US Tax Considerations. Jeffrey R. Matsen. Levels of Asset Protection. International and US Tax Considerations. California Business Succession Planning Lawyers. The business succession experts in California at Matsen Voorhees have decades of experience helping families create and implement business succession plans. We use flowcharts, numbers, checklists, and ...

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California Asset Protection Attorney | Domestic Trust Attorney

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Call Today 888.972.3476. Preserving, Protecting, and Transferring your Legacy. Jeffrey R. Matsen. Levels of Asset Protection. International and US Tax Considerations. Jeffrey R. Matsen. Levels of Asset Protection. International and US Tax Considerations. Asset Protection Attorney California. Offshore and domestic business entity formation. Domestic trusts designed to safeguard assets from predators. Placing your assets beyond the jurisdiction of U.S. Courts and out of harm’s way. For well over a century,...

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Jurisdiction of Preference | Matsen Voorhees

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Call Today 888.972.3476. Preserving, Protecting, and Transferring your Legacy. Jeffrey R. Matsen. Levels of Asset Protection. International and US Tax Considerations. Jeffrey R. Matsen. Levels of Asset Protection. International and US Tax Considerations. A stable democracy with modern infrastructure. Constitutional Legal system: incorporating English common law, certain British and New Zealand statutes and customary laws. Formally part of New Zealand Gained independence in 1964. So why the Cook Islands?

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Advisor Endorsements | J.R. Matsen Asset Protection Attorneys

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Call Today 888.972.3476. Preserving, Protecting, and Transferring your Legacy. Jeffrey R. Matsen. Levels of Asset Protection. International and US Tax Considerations. Jeffrey R. Matsen. Levels of Asset Protection. International and US Tax Considerations. Owner, John A. Graham and Associates. Stephen Fairley CEO,. I have known Mr. Matsen for several years. He is a man of integrity. On several occasions Mr. Matsen has provided some of our mutual clients with sound advice in the areas of wea...Jeff is a ple...

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Attorney Endorsements For Wealth Strategies Counsel

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Call Today 888.972.3476. Preserving, Protecting, and Transferring your Legacy. Jeffrey R. Matsen. Levels of Asset Protection. International and US Tax Considerations. Jeffrey R. Matsen. Levels of Asset Protection. International and US Tax Considerations. John Bisnar, Newport Beach CA Relationship: Worked together on matters. Scott Levine, San Diego CA Relationship: Fellow lawyer in community. Marc Selden, New York NY Relationship: Worked together on matter. I endorse Jeff’s work. I have known Jeff fo...

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Offshore Asset Protection Attorney California | Foreign Offshore Trust

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Call Today 888.972.3476. Preserving, Protecting, and Transferring your Legacy. Jeffrey R. Matsen. Levels of Asset Protection. International and US Tax Considerations. Jeffrey R. Matsen. Levels of Asset Protection. International and US Tax Considerations. California Offshore Asset Protection Lawyers. J R Matsen, Offshore Asset Protection Attorney California. Continue reading to receive a “Free” offer. The two major reasons people should consider going offshore to protect their assets are:. Our offshore as...

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Asset Protection States | Matsen Voorhees

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Call Today 888.972.3476. Preserving, Protecting, and Transferring your Legacy. Jeffrey R. Matsen. Levels of Asset Protection. International and US Tax Considerations. Jeffrey R. Matsen. Levels of Asset Protection. International and US Tax Considerations. Worried About Your Assets? Want the best customized protection plan? Call Jeffrey R. Matsen, a nationally recognized asset protection attorney, toll-free at (888) 972-3476. South Dakota was one of the first states to enact legislation that allows a trust...

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Levels of Asset Protection | Matsen Voorhees

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Call Today 888.972.3476. Preserving, Protecting, and Transferring your Legacy. Jeffrey R. Matsen. Levels of Asset Protection. International and US Tax Considerations. Jeffrey R. Matsen. Levels of Asset Protection. International and US Tax Considerations. Levels of Asset Protection. Want to Secure Your Assets? Call Jeffrey R. Matsen, a nationally recognized asset protection attorney, toll-free at (888) 972-3476. Level One involves basic Estate Planning. Level Four involves liability protected entities for...

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Your Source for Estate Planning, Asset Protection and Business Transactions for over 35 years! 8 Steps to Take to Ensure Your Will is Valid. January 30, 2014. 1 Keep your will up to date. Your life circumstances have probably changed since you first drafted your Last Will and Testament. Be sure to consult with your estate planning attorney regularly to make sure your document reflects changes to estate tax and other laws. 3 Choose your executor/personal representative with care. 5 Plan for the worst.

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