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Offshore Corporations

Jeffrey R. Matsen is active in business formation, integration and leveraging offshore business entities with new or existing…
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Tips For Asset Protection

As the economy rises and falls, high net-worth individuals are at greater risk of losing what they have…
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Recent Developments in Estate and Tax Planning . . . and What to Expect in 2015*

2014 was a relatively quiet year by historical standards, but there were nonetheless some major cases and pronouncements…
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The ABLE Act: A New Tool for the Special Needs Community

Late in 2014, the ABLE (“Achieving a Better Life Experience”) Act was signed into law. The law is…
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The First Seven Steps to Take After the Loss of a Loved One

Dealing with the loss of a loved one can be traumatic. At best, it is a difficult and…
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Five Essential Things Every Adviser Must Know About Estate Planning & Elder Law*

*This is an abbreviated version of Bradley Erdosi’s article originally published in the OC Lawyer magazine. Estate planning,…
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You Don’t Have It Made Unless It Is Protected

By: Jeffrey R. Matsen Recently we have had several clients who have come to us for estate, income…
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Planning for Pets

For many pet owners, pets are members of the family. These individuals sometimes say that if something happens…
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Identifying Hidden Risks Creates Sales Demand

The world changes; clients’ circumstances change; motivations and interests change. As these changes occur—often gradually—“hidden” risks emerge that…
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Yes, Your Family Needs Asset Protection Planning

If you’re like most people, when you hear “asset protection planning” you think of someone like JR Ewing…