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Financial

Everyone Needs a Will

Raymond Zeitoune, Esq. and Isaac Yedid, Esq. A Will is a legal document that provides specific instructions as to how a person’s assets should be distributed upon his or ...
Financial

Captive Insurance Companies

Three hundred years ago, if someone had said they had a captive in the Caribbean, he most certainly would have been a pirate. But today, captives are held by ...
Financial

The Power of Owning Your Own Insurance Company

The Use of Captive Insurance Companies in Business Planning In todays marketplace, increasing insurance costs and inadequate insurance coverage are major issues facing many businesses. To address these issues, ...
Financial

Income Tax Planning

On January 1, 2013, the Bush Tax Cuts are scheduled to expire increasing the top marginal federal tax bracket to 39.6%. In addition, the top income tax bracket for ...
Financial

How to Avoid Scams and Investment Fraud

Many victims of financial crimes blame themselves for not seeing through the scam. No matter what we call them—con artists, con men or scamsters—they’re criminals. They steal our money. ...
Financial

Valuable Real Estate Opportunities

The continuing recession has played havoc with commercial real estate values. These depressed valuations combined with a very low-interest rate environment and a temporary $5,000,000 gift tax exemption—or $10,000,000 ...
Financial

Buying a Business

Sometimes buying an existing business is a better option than starting one from scratch. After all, someone else has done much of the legwork for you—such as establishing a ...
Financial

15 Things to Do Before You Retire

Are you ready for your golden years? If you are considering retiring, make sure you’ve got enough money to last the rest of your life. You’ll need to manage ...
Financial

Review Your Will Now

The federal estate tax exemption is at an all-time high of $5 million per person ($10 million for a husband and wife). If you add the value of all ...
Financial

The Benefits of Gift Taxes

Wealthy individuals should seriously consider making taxable gifts and paying gift taxes before the end of the year. Yes, I suggested that you should pay gift taxes.
Financial

Socially Responsible Investing

Socially responsible investing (SRI) describes an investment strategy that combines the intentions to maximize both financial return and social good. In general, socially responsible investors favor corporate practices that ...