Cryptocurrency as a Tool for Asset Protection

Cryptocurrency is a decentralized form of currency that has fettered its way into popularity in the last several years. It is not regulated by any bank or institution, and the government won’t make more when it runs out. Rather, the number of individual coins that Read More …

Woodbridge, Bayou, and Stratton- Financial Schemes by “Reputable” Institutions

It is no secret that people like to engage in not just earning money, but watching it grow as well. Every year more than 50% of Americans invest billions of dollars in various assets including stocks, bonds, real estate, and other assets with high hopes Read More …

Assets on Ice: Cryogenic Estate Planning

Dennis Kowalski, a husband and father of three, recently spent $140,000 to cryogenically preserve his entire family after they die, hoping to give them a chance at a second life. He is the president of the Cryonics Institute and a paramedic, and trusts that this Read More …

Debt after Death: Who Takes on the Debt after a Debtor Dies?

Picture this scenario: You are approaching the end of your life, yet your balance sheet is in the red. You still have a significant sum you owe to an assortment of creditors. “Ah-ha!” you triumphantly think. “They can only take it while I’m alive. I Read More …

Don’t Let Divorce Derail Your Retirement Plans

Divorce is never easy, but the divorce of a long-married couple can be especially hard, particularly when it comes to retirement and estate plans. Assets, including retirement accounts, can be hard to divide, and the presence of children—and possibly grandchildren—can require the wholesale revision of Read More …

The Widow’s Guide To Estate Planning And Wealth Transfer

Estate and Wealth Planning can be hefty processes that can hold back many women from securing their future. It is no secret that we live in a complex world with an immense list of responsibilities, which, quite frankly, can lead us to lose sight of Read More …

Based on a true story (If you want to leave your assets to somebody abroad)

Uncle Sam and the Case for Inheriting Foreign Assets ​In 2011, I got a call from a client in Moscow. Here is what happened. The client’s uncle (let’s name him Sam) died in NY in 2009 and left a substantial inheritance to his nephew in Read More …