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Asset Protection and the Panama Papers

The release of the Panama Papers has created a number of recent articles critical of South Dakota’s asset protection statues and lack of an income tax. The Panama Papers are over 11 million leaked documents containing sensitive information for 214,000 offshore companies set up by Mossack Fonseca, a Panama law firm. The leaked documents bring […]

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Do You Think of Your Financial Planner as Family?

Your financial planner may know more about you than your doctor does. When significant life events—engagements, pregnancies, career successes and setbacks, or serious illnesses—affect your family, the planner is often one of the first people to know. Does that mean you think of your financial planner as part of the family? According to a recent […]

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New York Times on Fiduciary Financial Advisors

The New York Times recently published a thought-provoking article on the issue of fiduciary standards and integrity among financial advisors. The story, by Tara Siegel Bernard, appeared October 10 and is titled “Before the Advice, Check Out the Adviser.”

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