Jerry Braakman and our executive guest speaker, Mark Doyle, discuss the importance of estate planning for business owners and high-net-worth individuals and provide additional insight on the following topics:
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Join us for a CE course for estate planning attorneys and CPAs. Planning and maneuvering to reduce or eliminate taxes aren’t just for the living. Numerous opportunities exist to minimize taxes relating to the transmission of an individual’s property even after he or she has died. A fiduciary (or the fiduciary’s advisors) must have comprehensive ...
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“One of the biggest money mistakes that investors make in a bear market is thinking they can pick the bottom,” says Jerry Braakman, President and Chief Investment Officer. He also states, “another big mistake that investors make in a bear market is moving to cash. In earlier bear markets, it took years for investors who moved to cash to come back, ...
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Join us for a CE course for estate planning attorneys and CPAs. The technical intricacies of estate planning are tough enough, but the challenge becomes still more intimidating when the identity of the person(s) to whom the planner owes legal and ethics-based duties is unclear and when the period during which such duties are owed is amorphous. ...
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“...It's obviously a difficult time for the markets and part of that is our economy is a little bit in transition...not just our economy, but a global economy as well...,” stated Jerry Braakman. Jerry Braakman, President and Chief Investment Officer, and Jason Nerio, Director of Investment Research & Strategy, share their insight on current ...
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“In a lot of ways, it’s following a typical playbook,” said Jerry Braakman, chief investment officer and president of First American Trust in Santa Ana, California. Read more about the current stock market and how investors are reacting in this article by Bloomberg.
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To Jerry Braakman, chief investment officer and president of First American Trust, it makes sense the market has dropped almost 15% since the start of the year. “Stocks trade on the future,” he said by phone. As stock continue to drop, investors are looking into estimating profits as Corporate America is doing well. Supply chain, the war in ...
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Join us for a CE course for estate planning attorneys and CPAs. The deployment and use of so-called digital assets has proliferated at breathtaking speed. Virtually anyone who uses a computer or a smart phone has digital assets whether he or she recognizes them as such or not. Some digital assets are just items or information that may have ...
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Exemption planning is a safe and effective protection solution for wealth preservation and is fundamental to estate planning. With exemption planning, you can properly prepare for the next financial disaster, regardless of whether it is self-inflicted or just bad luck. The first step to protecting yourself, your family, and your legacy must begin ...
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Whether you voted for it or against it, Proposition 19 is likely to impact you or a family member at some point in your life. This controversial proposition, passed in November 2020 by a majority vote of 51.1%, amended the California Constitution and introduced two major changes to property tax law that both expanded and restricted benefits ...
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Join us for a CE course for estate planning attorneys and CPAs. Closely-held business equity presents unique challenges for an estate planner. In the vast majority of cases in which a family business is involved, it is by far the predominant asset. Its continued viability is critical to the family’s financial future, and whether the business ...
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