Do you write your own blog?

Do you write your own blog?  I do.  Why? At my core I am a geek/nerd who loves to learn.  Especially about the why’s and how’s.  Connecting the dots that are not obvious fascinates me.  I always wanted to be a history professor.  The Q&A below acts as a template anyone can ask themselves to start writing interesting blogs.  If someone asks you, do you write your own blog, you can say yes because I enjoy learning and sharing that knowledge. (more…)

Definitive Guide on Trustee Fees

Finding cost efficient trustee fees frustrates many people. Wealthy and affluent people find using trustee services daunting. Why? Nobody understands the process of how corporate trustee fees calculations. Nobody understands exactly what a trustee does. Why? This 700 year old industry never had true external competition. No competition means no motivation for innovation. Until now… This definitive guide on cost efficient trustee fees will pull back the curtains on what corporate trustees do and how they charge their fees. You can use a trust company with trustee fees on your terms.   (more…)

Ease Family Worries: Preparing Your Trust Administration Handbook

Preparing a Trust Administration Handbook for guidance as to the efficient handling of tax issues and long-term goals of the grantor can be the difference between financial success or destitution.

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South Dakota, the new Switzerland: A Privacy & Tax Haven

The best packages come in unassuming wrapping paper.  South Dakota trust laws have the benefits of sealed privacy laws for trusts, no state income tax, no estate tax, asset protection and dynastic trusts features.  Quick and to the point article of how the trust statutes of South Dakota.

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