by Ethan Okura | Aug 10, 2015 | Articles, Asset Protection
WHY YOU SHOULD START A BUSINESS When you are starting a new business there are so many things to think about and so much varied advice that comes from different sources. Some people think the first thing you have to do is register a business entity like a...
by Ethan Okura | Jul 10, 2015 | Articles
IDENTITY THEFT: HOW TO PROTECT YOURSELF Identity theft is one of the fastest growing crimes in America in the past two decades. In fact, last year it was the number one complaint category according to the FTC, with 12.7 million victims of identity fraud in 2014. The...
by Ethan Okura | May 27, 2015 | Articles, Powers of Attorney and Health Care Directives
I often encounter clients (or their families) who have some confusion about their rights and responsibilities as a legal representative of a family member or friend. Usually, the person is named as an agent under a financial power of attorney or a...
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 | Mar 6, 2015 | Articles, Trusts and Wills
Many Husbands and Wives own title to their home as “Tenants by the Entirety” or as “Joint Tenants with Rights of Survivorship.” Often they’ve been told that it’s a cheap and easy way to avoid probate and are shocked to...
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...
