Doing Business Offshore

Many business owners and investors either have opportunities or are interested in developing opportunities by doing business offshore.…

Offshore Corporations

Jeffrey R. Matsen is active in business formation, integration and leveraging offshore business entities with new or existing…

Tips For Asset Protection

As the economy rises and falls, high net-worth individuals are at greater risk of losing what they have…

Recent Developments in Estate and Tax Planning . . . and What to Expect in 2015*

2014 was a relatively quiet year by historical standards, but there were nonetheless some major cases and pronouncements…

The ABLE Act: A New Tool for the Special Needs Community

Late in 2014, the ABLE (“Achieving a Better Life Experience”) Act was signed into law. The law is…

The First Seven Steps to Take After the Loss of a Loved One

Dealing with the loss of a loved one can be traumatic. At best, it is a difficult and…

Five Essential Things Every Adviser Must Know About Estate Planning & Elder Law*

*This is an abbreviated version of Bradley Erdosi’s article originally published in the OC Lawyer magazine. Estate planning,…

You Don’t Have It Made Unless It Is Protected

By: Jeffrey R. Matsen Recently we have had several clients who have come to us for estate, income…

Why Go Offshore?

Asset protection planning has been practiced by attorneys, financial planners and accountants for several decades. Business persons have…

How You or Your Trustee Can Use Trusts to Reduce Taxable Income Now

With the year-end approaching fast, now is the time to consider ways to reduce your 2014 income tax…
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