What is a Professional Fiduciary and should you use one? As an expert in trust litigation, there are many circumstances of change that can lead to disaster in choosing the wrong Fiduciary. When choosing a family or friend to manage the disbursement of financial assets, beneficiaries often find themselves wondering where the money went. They…
View full description…How Strong is Your Financial Firewall?
Keith Codron is the firewall of protection between his clients and their creditors and financial predators. His services cater to a mix of affluent investors, key executives, professional practitioners and small business owners who have achieved or are on their way to achieving high net worth.
View full description…Should I Add My Child to the Title of My Home?
Aging parents often times add their child or children to the title of their home. They believe that in doing so, the child will be able to sell the home or easily inherit the home should anything ever happen to them. When you purchase a home, the property taxes in California become your tax base….
View full description…Incentive Based Trusts – Giving Your Children a Reason to Succeed
You may have heard stories of the so called “trust fund babies” who spend their parents wealth on lavish vacations, luxury lifestyles, mansions, exotic cars and unyielding shopping sprees. They often do so with no regard as to how quickly your hard earned money may disappear, leaving them in the midst of an identity crisis;…
View full description…Asset Protection in Estate Planning
Estate plans are designed to protect your hard earned assets. Often times they can be set up to distribute the assets to beneficiaries at different times. By scheduling these payouts, you ensure that your assets will have longevity. Unfortunately, this method can leave your beneficiaries open to paying off creditor claims, lawsuits and even their…
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