Author's articles

Things to Consider When Using a Family Limited Partnership
By Jeff Faust · 18 years ago
This FLP Alert is directed at clients and their advisors who have already established Family Limited Partnerships (“FLP’s”) and those clients who are considering a partnership as part of their estate plan. With all the ...
8 Rules of Building Wealth
By Alan Olsen · 18 years ago
1. Forget Performance; look at fees Remember that it’s not what you make, it’s what you keep. When evaluating an investment evaluate the cost to generate an investment return. If you are using an investment ...