by Jarom Bergeson | Mar 15, 2016 | Asset Protection, Estate Planning, Law, Retirement Planning
As an attorney who practices in the area of Trusts and Estates, one of the most important pieces of advice I give to clients is to establish a revocable living trust to own real estate, small business interests, and other assets in order to effectuate the transfer of...
by Jarom Bergeson | Dec 29, 2015 | Business planning, Corporations, Estate Planning, Law, Small Business, Tax Planning
As one might expect, the dawning of a new year presents many great opportunities for legal planning. In fact, many of us procrastinate quality legal planning during the year because of our hectic lives…not because we don’t value its importance. However, life comes at...
by Jarom Bergeson | Dec 8, 2015 | Asset Protection, Estate Planning, Law, Uncategorized
Remember the “Fiscal Cliff”? In late 2012, you couldn’t turn on your TV, fire up the Internet, or glance at your smart phone without seeing some talking head chattering about how America as we know it would end if President Obama and Congressional Republicans couldn’t...
by Jarom Bergeson | Oct 13, 2015 | Estate Planning, Uncategorized
“Once upon a time in a faraway land, there was a tiny kingdom – peaceful, prosperous, and rich in romance and tradition. Here in a stately chateau, there lived a widowed gentleman and his little daughter, Cinderella. Although he was a kind and devoted father,...
