Jurisdictional Decision Points & Charging Order Protection
Choosing the proper jurisdiction for your entity is paramount, especially in the ever-evolving legal landscape and increasing propensity...
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Travis Bowen
- Jul 31
- 1 min
The Connection Between Asset Protection Planning And Insurance Planning
Asset Protection Planning and Insurance Planning work hand-in-hand to protect you, your family and your business: one without the other...
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Travis Bowen
- Jul 3
- 1 min
Should I move to Puerto Rico to pay less tax?
From time to time, clients anticipating the sale of their business or other large liquidity events will ask me about the Puerto Rican tax...
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Travis Bowen
- May 30
- 1 min
Is a Spousal Lifetime Access Trust (“SLAT”) right for me?
SLATs are a fairly new estate planning tool – used to transfer assets out of an individual’s taxable estate to take advantage of the...
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Travis Bowen
- Apr 27
- 1 min
How you can prepare your business for economic uncertainty
In times (or anticipated times) of economic instability and uncertainty, it is important to assess and evaluate your business and your...
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Travis Bowen
- Mar 29
- 2 min
Heckerling Institute on Estate Planning
This past January 9-13, I attended the annual Heckerling Institute of Estate Planning. It is the preeminent Estate Planning conference in...
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Travis Bowen
- Feb 27
- 2 min
Critical Q1 Activities
Tax Savings While the winter doldrums persist – there are many things about which to look forward. Today marks the last month in Q1 2023....
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