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Sherri Figueroa

Corliss Law Group | 5 Must-Do Retirement and Tax Planning Tips - 1 views

As 2013 winds down, I want to offer a few simple reminders and pass along some retirement and tax planning tips that will help you end the year on a high note and propel you into a prosperous 2014....

Corliss Law Group 5 Must-Do Retirement and Tax Planning Tips

started by Sherri Figueroa on 09 Aug 14 no follow-up yet
Sherri Figueroa

Corliss Law Group Estate Planning Law Corporation: Seminars - 3 views

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    Source: http://www.corliss-law.com/seminars.html Advanced Choice of Entity: Protecting Your Business and Your Real Estate (2 Hours CPE/MCLE* Credit) Wednesday, February 24, 2010, 3:00 p.m. - 5:00 p.m. Selecting the right form of business entity is critical in protecting your personal and business assets. It is not something to take lightly and the consequences of the wrong choice can cost you everything you have accumulated personally and in your business. Your first step in protecting your assets and wealth begins with the choice of the type of business entity you are going to use. The right choice can result in shielding your business, your real estate and your family from risk and unwanted creditors. Proper tax structure is also important in keeping more of what you have earned - a factor commonly overlooked in creating business entities. Learn how to select the proper entity in order to shield your business, your real estate from creditors while keeping more of what you have earned through an efficient tax structure. Learn the differences between the entity types, when to use a limited liability company over a corporation, what all the talk about different jurisdictions is about, and what a Delaware Series limited liability company is. Suitable for all professionals (especially doctors and dentists), business owners and their advisors. *MCLE approval pending Presenters: Donald M. Corliss, Jr., JD, LLM (Taxation) Jacob Stein, JD, LLM(Taxation) Location: 19200 Von Karman Avenue, 5th Floor, Irvine, CA To RSVP, please contact Sharla via e-mail Sharla@corliss-law.com or call 877-958-4482 You can visit our website: http://www.corliss-law.com
haileywalsh

Corliss Law Group Estate Planning Tips for People under 40 - 1 views

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    The following tips, aimed at those under 40, can help you approach and simplify the estate planning process: Start now, regardless of net worth. Estate planning is a crucial process for everyone, regardless of wealth level, says Marc Henn, a certified financial planner and president of Harvest Financial Advisors. Have the "what if?" conversation with friends and family. Before jumping into the estate planning process, it's important to establish exactly what you want, and need, to happen after you die and relay those wishes to those around you. "We find that the best transitions and financial transfers happen when all family members are involved in the decision making," says John Sweeney, executive vice president of retirement and investing strategies at Fidelity Investments. Focus on the basic estate plan components. Experts say life insurance, a will, a living will and a durable power of attorney are all important aspects of an estate plan that should be established at the start of the planning process. Utilize estate planning professionals. To draft these basic estate plans, experts recommend carefully selecting a team of professionals who will educate you and draft what you need based on your individual situation. Continue to review your plan over time. Finally, your estate plan should never be a "one and done thing," according to Henn.
miapatel

Tips for Planning your Retirement by Corliss Law Group - 1 views

Here are the top 10 things you need to know as you plan for retirement. 1. Save as much as you can as early as you can. Though it's never too late to start, the sooner you begin saving, the more ...

Tips for Planning your Retirement Corliss Law Group

started by miapatel on 08 Aug 14 no follow-up yet
Garry Ramirez

Payday Loans No Credit Check - Grab Short Term Financial Goals In Bad Position At Flexi... - 0 views

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Garry Ramirez

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started by Garry Ramirez on 18 Aug 15 no follow-up yet
haileywalsh

Corliss Law Group 4 Cases on how life settlements have bounced back - 1 views

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    We've repeatedly said that the life settlement market has improved substantially this year. But the best way to illustrate that is to share the details of some recent cases with you. 1. $3 million Survivorship UL, wife deceased, male age 90: The policy was originally bought for estate taxes, which due to the American Taxpayer Relief Act (ATRA) of 2012, were no longer a problem for this client. We shopped the policy last year and got an offer of $700,000, but the client decided he would try to maintain the policy. This year he came back to us because he had trouble coming up with the premium payments. Though his life expectancy decreased by only 4 months, a year later we were able to get him $815,000 for the policy, which had a cash surrender value of $246,000. He was thrilled! 2. $2 million U.L. on female, age 79, with relatively modest health impairments: Life expectancies obtained were 122, 142, and 129 months. The policy had only $43,000 in cash surrender value and the client could no longer afford the premiums. The client received $131,000 in a life settlement. 3. $500,000 U.L. policy on a male, age 90: The family was running out of money to pay for his long term care in a nursing home. His life expectancies were 36, 36 and 48 months. The client received $217,000 for a policy with no cash surrender value, which gave everyone comfort that he would be able to continue to receive care at his existing facility. 4. $4 million Survivorship U.L., husband deceased, female age 82: Life expectancies were 102 and 134 months. Changes in the estate tax law eliminated her need for this insurance. $575,000 was received for this policy,which had a cash surrender value of $168,000.
Garry Ramirez

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started by Garry Ramirez on 01 Sep 15 no follow-up yet
Garry Ramirez

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started by Garry Ramirez on 08 Sep 15 no follow-up yet
Garry Ramirez

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started by Garry Ramirez on 04 Aug 15 no follow-up yet
Garry Ramirez

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started by Garry Ramirez on 10 Nov 15 no follow-up yet
Garry Ramirez

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started by Garry Ramirez on 02 Dec 15 no follow-up yet
Garry Ramirez

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started by Garry Ramirez on 26 Jun 15 no follow-up yet
Garry Ramirez

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started by Garry Ramirez on 12 Sep 15 no follow-up yet
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started by Garry Ramirez on 29 Dec 15 no follow-up yet
Garry Ramirez

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started by Garry Ramirez on 18 Jan 16 no follow-up yet
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