SERVICES

Our firm’s core strength is in our people and their diversity. Meeting the needs of domestic and foreign clients in the global economy is a dispensation that requires top-notch diligence and expertise. As a company we reside where your estate meets wealth preservation. We employ and coordinate tax compliant, legal strategies designed to work within the framework of your life and we strive to surpass your expectations.

Wealth Preservation

Wealth preservation is a life long process. Building wealth is one thing, keeping it is another matter.

Company Structure

It is one thing to have a company but it needs to set up to weather any storm.

Compliance

Setting up your affairs so they will be in compliance.

Tax Planning

Tax planning should be part of every strategic plan.

International

Doing busienss across borders can be difficult, let us help you.

ABOUT

Making Money is one thing Keeping it is an entirely
separate matter

ABOUT US

We want to introduce you to Asset Protection World.

Through educational courses, ebooks, books and videos, we serve to inform you on the most up to date concepts for preserving your wealth. We can also assist you implementing a solid asset protection plan, along side your local advisors.

Our Asset Protection Planners come in all varieties. Attorneys, Accountants, Financial Planners, Enrolled Agents and so on.  Because the field is a relatively new offshoot of Debtor-Creditor Law. Law and accounting have been known for centuries, the barrister and the bean counter have long paved the way for all types of Asset Protection Planners.

With the emphasis in volatile markets and increases in litigation, Asset Protection has become a studied and researched field of practice. Thus, you should choose a planner who is educated, certified and practiced.

Businesspeople working on laptop in an office.

FAQs

The answer to this question is another question. “How much are you willing to lose?

- Do I really need, Asset Protection?

The trust must be formed long before any knowledge of creditor threats or litigation.

- Will a trust , benefit me?

If you do not have an estate plan, your estate will pass into the probate courts.

- What if I do not , have an Estate Plan?

Learn More

NEWS

MoreNews
  • 8Mar
  • S-Corporation Disquised Wage Payment

    Question: Is a dividend distribution from a sole-shareholder S-Corporation a disguised wage payment? As with any economy, businesses are continually seeking to increase the bottom line of their profit statements. One such method is for the employer to reclassify its employees as independent contractors. The benefits are obvious wherein the… Read more
    10Jun
  • Is Your Home Titled To Protect You?

    Quit Claim Deed A deed is the document that transfers ownership of real property. It maintains the names of the person holding the legal title, and if any, persons before who held legal title and contains a description of the property included. The requirements for deeds vary with the jurisdiction… Read more
    27Mar
  • Why Alimony Should Be Reduced or Terminated

    1. If you are living with someone else, your financial need has likely been reduced or eliminated, thereby reducing or eliminating your need for spousal support. 2. If you are living with someone else, accepting (or taking) spousal support is, in essence, double-dipping. 3. If you are living with someone… Read more
    20Mar
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CONTACT

GET IN TOUCH WITH US

Let us assist you finding solutions to protecting and preserving your wealth.

CONTACT FORM

CONTACT INFO
888.435.6030