Sid Jacobsen

Cash is king for you, but especially for your family!

Sid Jacobsen is an estate planning attorney with over 35 years of success in meeting the planning needs of families, including efficiency and safety in current structuring and legacy planning to accommodate transitions to children, grandchildren and charities.

He has lectured nationally on family and business planning issues. His teaching experience includes the University of Notre Dame - Introductory and Advanced Business Law, Principles of Management, Real Estate Finance; Golden Gate University in San Francisco - Estate Planning, and The College for Financial Planning - Estate Planning and Investments. He has been a featured speaker for the Economic Association of Health Care Professionals in forums for Doctors throughout the United States.

Sid's practice focuses on helping clients achieve their family objectives through informed strategic planning. He obtained his law and MBA degrees from the University of Notre Dame and his undergraduate degree from UCLA.

Podcast:

July 11, 2012

01: Supreme Court Decision To Tax "The Rich" Upheld

If you are one of the super wealthy people in America making the obscenely excessive amount of 250k or more, get ready for some immediate tax increases that will raise your capital gains and qualified dividend rate up by 24% starting in January thanks to the Supreme Court's decision to uphold ObamaCare.

02: Who Wins And Who Loses With ObamaCare?

Find out which investments in your portfolio will be hurt by the Supreme Court's decision to uphold ObamaCare and which ones will benefit.

03: Is Life Insurance An Asset Or A Liability On Your Balance Sheet?

Brian is joined by local estate planning attorney and life insurance expert Sid Jacobsen to discuss how life insurance can be used as a tax free income producer while you’re alive and offer your family tax free liquidity when you die.

04: Wealthy Clients Are No Strangers To Using Life Insurance As An Investment And Tax Shelter

Estate planning attorney Sid Jacobsen joins Brian to discuss the ways that wealthy clients use insurance as an asset that goes well beyond a death benefit. Find out how you can do the same!