Corporate & Legal Structure
I. Introduction: The Operating Layer Every wealth-generating activity (a tech startup, a real estate portfolio, or a con...
I. Introduction: The Split-Interest Strategy The IRS allows for a sophisticated form of giving called Split-Interest Gif...
I. Introduction: The Death Tax The Estate Tax is a tax on your right to transfer property at your death. It is often ref...
I. Introduction: The CEO Mindset When most people start a business, they simply register an LLC and start selling. When...
I. Introduction: What is a Trust? A Trust is not a building or a company; it is a fiduciary relationship. It is a legal...
"Success is getting what you want. Happiness is wanting what you get." — Dale Carnegie We have arrived at the end of the...
Do not handicap your children by making their lives easy. You have generated the capital (Part 2) and built the legal fo...
There is a reason this proverb exists in almost every culture on Earth. In Scotland, they say, "The father buys, the son...
Own nothing, but control everything. In Part 2, we discussed how to generate wealth (Offense). Now, we switch to Defense...
You will never get rich renting out your time Most financial advice tells you to save money. That is advice for staying...
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