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Dynasty Trusts: Attorney Steve Oshins on Dynasty Trusts

21st January 2009
A dynasty trust is an irrevocable trust that leverages a person's estate, gift and generation-skipping transfer tax exemptions for as many generations as applicable state law permits. Whereas most attorneys draft trusts to provide for mandatory distributi... Read >
Author: Steven J. Oshins

Sponsoring a Charity Golf Tournament

07th July 2008
Sponsoring a golf tournament is an excellent way to raise money for an organization or cause. Golf tournaments have wide appeal, and avid golfers usually jump at the chance to play the game and benefit a charity at the same time. Even non-golfers enjoy br... Read >
Author: Jenny Schweyer

Conveyancing Process in British Columbia

29th April 2008
Conveyancing is when the previous home owner transfers his ownership data to you. In BC, the real estate conveyancing process takes place after a written agreement has been signed and all subjects to the deal have been signed off on. In other words, this ... Read >
Author: bchousingnetwork

Are Life Insurance Policy Loans Taxable?

29th June 2007
Life Insurance Policies are another way to accumulate tax deferred wealth and it is possible to borrow against the cash value. But are Life Insurance Policy Loans Taxable? A permanent life insurance policy has the added feature of accumulating a cash v... Read >
Author: Barry Waxler

What if you default on unsecured loans?

20th April 2007
Loans are taken when personal finances fall short to fund necessary needs. Borrowing becomes an obvious choice at that time. But, one always needs to remember that loans are taken to be repaid. However, sometimes, unavoidable circumstances like job loss, ... Read >
Author: gracy

Revocable Trust (Revocable Living Trust) vs. Irrevocable Trusts

10th February 2007
Be open and notorious, Sue me! You'll never get a dime. If you reposition (transfer) your assets through the use of an IRREVOCABLE TRUST, you will no longer own them. If you don't own assets, no one will want to sue you; no one will want to track your spe... Read >
Author: Rocco Beatrice

IRA Multi-Generation Distribution Payouts

25th March 2006
Many retirement savers spend much of their working life building their retirement nest egg through the use of Individual Retirement Accounts (IRAs). The savings can be a significant part of their security throughout the retirement years. When retirement t... Read >
Author: Jeff McLeod
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