TX: (512) 399-0307 CA: (323) 219-0633


Educate yourself. It’s your money and your responsibility.

7 Estate Planning Strategies for Changing Interest Rates

It still comes as a surprise to so many people that the outcome of key estate planning strategies often hinges on fluctuations in interest rates. So, changes in rates should sway the choice, or timing, of these strategies. Some estate planning strategies generate more benefits when interest rates are low, while others provide more benefits...
Read More

“Slow money better than no money” – 4 Ways to Get Rid of a Judgment.

If a creditor sues you and gets a judgment, it has a whole host of collection methods available to get its money from you, including wage attachments, property levies, assignment orders. There are only 3 ways to get rid of judgment: 1) Vacate it; 2) Satisfy it, or 3) Discharge it. In your analysis of...
Read More

March 2018 Market Recap: Face-off: Rising Risks vs Rising Profits

This has not been an easy quarter for investors, especially those that are late to party. One of the themes for the last few months is the return of volatility. As you can see in the chart below, the US stock market was giving you above average stock market returns while exhibiting below average stock...
Read More

Is the C-Corp becoming the entity “It Girl”?

This is why working with a financial planner that has a tax background is critical. Lionshare Partners LLC was registered to do business on December 12th, 2017 and less than two months later one of my blogs is already obsolete. I recently wrote about the decisions behind choosing a S Corp or C Corp as...
Read More

What is the difference between a Trust Amendment and Trust Restatement?

This is an important distinction and should be understood prior to getting your revocable living trust reviewed by an Estate Attorney. A Trust Amendment is a legal document that changes specific provisions of your trust but leaves all of the other provisions unchanged. This is useful for minimal changes – adding or deleting specific bequests...
Read More

Umbrella Policy or LLC? An Asset Protection Guide for Real Estate Investors

This is an interesting question and depending on who you talk to will probably result in dramatically different answers. Attorneys tend to push for the Limited Liability Company (LLC) more than necessary, and insurance brokers tend to push for more insurance coverage than necessary. Therefore, some people will advocate for a “belt and suspenders” approach...
Read More
1 7 8 9 10 11