by Ethan Okura | Apr 10, 2015 | Articles, Asset Protection, Estate Taxes and Gift Taxes
Last year at this time I wrote an article about tax deadlines and the penalties for not filing or not paying on time. This year I want to talk in detail about one of our most innovative and useful strategies that can help clients to save on their taxes. This strategy...
by Ethan Okura | Feb 24, 2015 | Articles, Asset Protection, Estate Taxes and Gift Taxes, Medicaid and Nursing Home Costs
Most of my clients have heard that you can give away $10,000 per year to any other person without consequences. That’s not exactly correct. Some have heard that you should consider...
by Ethan Okura | Apr 7, 2014 | Articles, Asset Protection, Estate Taxes and Gift Taxes
“’Tis impossible to be sure of anything but Death and Taxes.” – Christopher Bullock (Cobbler of Preston) Last month I addressed the serious topic of Death and the disposition of your remains. On an only slightly brighter note, this month’s article is focused on...
by Ethan Okura | Jan 5, 2014 | Articles, Asset Protection, Trusts and Wills
Last month I wrote about the pitfalls of giving your home away without protecting yourself. We came to the conclusion that if you think you have 5 years of good health when you can still live at home before you might need nursing home care, it can be a good idea to...
by Ethan Okura | Dec 11, 2013 | Articles, Asset Protection, Trusts and Wills
We all know that the possibility of incurring disastrous Nursing Home costs is the biggest threat to most people’s estates today. Now that we have an exemption of $5.25 million from estate taxes, only the wealthiest 0.14% of Americans will pay this tax. In...
by michelle | Apr 19, 2013 | Asset Protection
ASSET PROTECTION – Part 2 By Ethan R. Okura Last month, we started talking about asset protection. We discussed what it is, why it’s necessary to protect ourselves in our country, and how having multiple layers of defense is the best approach. ...
