Private Trust Companies

Private Trust Companies have gained in popularity in recent years. They provide a means by which a settlor can retain a greater degree of control over his trust affairs, without compromising the validity of the trust structure. A Private Trust Company offers both convenience and flexibility and enhanced protection for fiduciaries.

A Guide to Purchasing Real Estate in Mexico for Americans

For Americans buying their dream property in Mexico, it’s important to understand the differences between Mexico’s real estate system and that of the United States. It’s never safe to assume that any law or process is the same between the two systems, and oftentimes they are completely different.

Estate Planning – The Most Common Mistakes

Compiled is a list of some of the most common mistakes individuals make in estate planning. Please review the list, but also plan to meet with a qualified attorney to review your unique estate.

Free Living Will and Free Living Will Forms Online

Looking for a free living will? If you are preparing your finances and other personal matters for your retirement and want to make sure that your family members are taken care of in the event of your death, you will need one. There are several useful sites online where you can download a free living will form to use for your needs. You can chose generic forms based on your state, as each state has different laws regarding living wills.

Estate Planning for Santa Claus

How would Santa do estate planning? What kinds of issues would he and Mrs. Claus face? If you're a business owner, you might learn something from Santa about your own planning!

An Estate Planning Primer

An estate is the total value of everything we own--and business and personal assets can add up quickly. Everyone has an estate. And realize it or not, everyone also has an estate plan.

Living Trusts: Do They Protect Your Assets From Creditors?

Living trusts are the rage. Avoid probate and save thousands in probate fees. You can even shield your assets from creditors. Or can you? This article explains when and how.

Investment Secret - How to Avoiding Impulse Spending

Impulse spending will not only put a strain on your finances but your relationships, as well. To overcome the problem, the first thing to do is learn to separate your needs from your wants.

How Modern Portfolio Theory is a Secret Plot of the IRS

Individual investors are trying to implement the asset allocation and rebalancing techniques used by large funds on their own portfolios, without realizing that those funds don't have to pay capital gains. How can individuals (who must pay capital gains taxes) compete against institutions that can rebalance without the IRS taking a chunk of the profits?

How Traders Effectively Use Stock Options

Aside from the highs that speculating options can provide, stock options do have a practical purpose for traders that are following the markets closely, and specific goals in mind that they are trying to accomplish, like providing insurance for their stock market investments.

A Look At Forex Markets

Forex markets have their differences but they are very interesting and offer the possibility of excellent profits for the savvy investor.

Making Big Money By Looking At The Seasons Of Investment

How to increase your chances of staying on the right side of the market.

5 Vital Tips About Stock Market Research

When you first consider investing in the stock market it can seem to be a very intimidating prospect, one of the most important things that you have to do is research into the stocks you're considering investing in.

Chase Free Cash Rewards Visa Credit Card - Key Points

Explore various features of the Chase Free Cash Rewards Visa Credit Card written in this review. Find out how to get a free $25 gift certificate.

Juggling Economic Balls

I cannot stand on a beach ball nor can I juggle. Yet every morning my brain attempts the economic juggle, a dance registered investment advisors do in their office (privately). No need to mention the balls required, but here is an outline of what each ball lofted represents.