How to Succeed in the USA? Think Like an Immigrant

“Unless we learn to expand the boundaries of our field of vision and opportunity, we will not see enough opportunity to maximize our harvest. Better by far to emulate the immigrant and see more widely, and seize opportunity wherever we find it.” Glenn Llopis

Where Not to Die in 2012

“Most of the states are still in pretty poor shape, and if the economy doesn’t improve you might see more action by state legislatures seeking other sources of revenue,” says James Walschlager, an analyst with tax publisher CCH, a Wolters Kluwer business. Here is the good, the bad, and the ugly about State death taxes.

The Perils of Joint Tenancy

While joint tenancy is not necessarily to be avoided at all times and at all costs, it is very important to understand its ramifications. He (or she) who puts other people on title to assets for probate avoidance/estate planning purposes may be making a huge mistake. Joint tenancy costs very little at the front end, but it exposes your back end to some very unpleasant possibilities.