Gary Schatsky
Gary Schatsky
complex seek setting tax
This is a very complex area. In setting up a trust, I would always seek professional help?trusts are a lot more complicated than doing a tax return.
options promise
If you have options all you have is the promise of money. It's like the lottery.
bulk checking few money thousand transfer whenever
Keep the bulk of your money in the fund, then transfer a few thousand to checking whenever you need it.
clients few millions options plan retirement stock value waiting
Stock options can overshadow the value of a retirement plan in a heartbeat. I've had clients who made millions by waiting a few weeks.
intricate unbiased
You should get good, unbiased advice. It's an intricate analysis.
guess happen people sure time
At the time you are most vulnerable, you want to make sure people know what you want to have happen to you. You don't want people to guess about it, or in some cases, not even be able to do what you want.
debts initial interest large low rates signing skyrocket
They are signing on for large debts with low initial interest rates that can skyrocket ultimately.
law medicine
It's not like law or medicine where there are extraordinary standards.