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September 20, 2022

Is it time to look at Crypto?

There was a recent Wall Street Journal article about a new bipartisan Senate bill being introduced that would give the Commodity Futures Trading Commission (CTFC) oversight of Bitcoin and other cryptocurrencies rather than the Securities and Exchange Commission (SEC). Personally,…

July 21, 2022

Investors Are Still Looking For A Bridge

In 1970, Simon & Garfunkel’s “Bridge Over Troubled Water” topped Billboard’s Hot 100 chart. 52 years later, many investors are weary as portfolios are feeling small following the worst first half year for U.S. stocks since 1970. This year, the…

July 1, 2022

Delaware Asset Protection Trusts

On July 9th, 1997 the Delaware Qualified Disposition Act was enacted. This Act was created to provide asset protection for self-settled Trusts created through Delaware law. A self-settled Trust is a Trust where the person who created and funded the…

June 8, 2022

Can You Keep A Secret? First State Can.

One of the biggest concerns of wealthy families is when and how to tell beneficiaries – typically children – about the wealth and what it represents. Many families feel that children or even younger generations are not ready to comprehend…

May 18, 2022

Assessing the impact of rising rates on Fixed Income Performance

As inflation measures reached their highest levels in 40 years and with US GDP growing at an annualized 6.9% for 2021, the Federal Reserve finally began raising rates in March, and FOMC members have intimated an aggressive tightening plan with…

April 13, 2022

Delaware and Trust Modification

An irrevocable Trust is created based on the initial intent and desire of the Grantor who created the Trust. As time passes the initial purpose or circumstances concerning the Trust may have changed. This is where a Trust modification could…

March 21, 2022

Russian Oligarchs and Money Laundering

The largest military conflict and refugee crisis in Europe since World War II has now been entered into the history books.  On February 24, 2022, Russia invaded Ukraine causing over three million Ukrainians to flee their homes and many innocent…

March 2, 2022

Avoiding “Happy Accidents”

“We don’t make mistakes, just happy accidents.” – Bob Ross  I recently watched the Netflix Documentary, Bob Ross: Happy Accidents, Betrayal and Greed. I remember watching The Joy of Painting when I was a kid. He was such a joyful…

February 14, 2022

Required Minimum Distributions (RMD) and IRS rule changes

On December 20, 2019 the Secure Act made major changes to the RMD rules. One of these change affects retirees who turned 70½ years old after December 31, 2019. As of January 1, 2020 the new age for a required…

January 21, 2022

What is a Lady Bird Deed?

A lady bird deed is a special kind of property deed that allows a real property owner to retain use and control over a property during their life and names one or more people, trusts, or organizations to inherit the…

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