Choosing The Best Trustee
By: Barry Siegel In 2005 a trust beneficiary filed a law suit against her trustee (her father) claiming that her father illegally transferred $2 billion of her money to a trust for another beneficiary. The case was settled for just under $1 billion. Fact or Fiction? In this case, fact. The father and daughter in this story are members of the Pritzker More...
Let’s eliminate unemployment – and let’s do it now!
By Gerald Sherman Thinking out of the box is very helpful in business. It can give you a different perspective and an opportunity to see things in a different light. For now, I would like to consider the unemployment More...
Planning You Should Consider Now
These are difficult times. The “experts” now acknowledge that we are in a recession – and that we have been so for some time. Consumer confidence is Barry Siegel low. As a result many of us are More...
Planning for Disability
No one likes to think about the possibility of their own disability or the disability of a loved one. However, as we’ll see below, the statistics are clear that we should all plan for at least a temporary More...
Planning for Pets
by Barry Siegel For many pet owners, pets are members of the family. These individuals often say that if something happens to them, they are more concerned with what will happen to their pets than to their More...
No Estate Tax in 2010: What Does this Mean to You?
By: Barry Siegel What a mess Congress has created! We are now in a year where there is no federal estate tax – but hold the cheers. Congress has substituted another method of taxation that will collect More...