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  • ABOUT
    • Introduction
    • Consultation
  • Education
    • Asset Protection
      • Asset Protection Strategies
      • Asset Protection Services
      • What Is Asset Protection?
      • Why Do I Need To Protect My Assets?
      • Asset Protection Plans
      • 9 Keys To Asset Protection
      • Asset Protection: How Does It Work?
      • Physicians Asset Protection
      • Doctors – Minimize Your Malpractice Insurance
    • Real Estate
      • Home Equity Acceleration Plan (H.E.A.P.™)
      • Real Estate Protection
      • Protect the equity in your home
      • Deeds – Is Your Home Titled to Protect You?
      • Protecting The Personal Residence
      • Sign up for a Free Consultation
    • Family Trusts
      • Revocable Living Trusts
    • Medicaid Planning
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    • Investment Risk Quick Score App
    • Analyzing Risk
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Home Archive by category "Asset Protection"

Page 3

Self Directed 401(k) – Contribution Types

A self directed 401(k) plan is a retirement plan that specifically addresses the needs of those employees or small business owners who want to invest in avenues that are less explored. A self directed 401(k) gives an investor the power to direct his... Continue reading

The “What Ifs” When Drafting a Prenuptial (Antenuptial) Agreement

It’s quintessentially unromantic, but apparently in-Vogue, to present your soon-to-be spouse with a prenuptial agreement … the “just-in-case-this-doesn’t-quite-work-out” agreement. Maybe you’re the starry-eyed first-timers with little assets to lose, who haven’t yet been financially charred by a partner. In this case, perhaps the... Continue reading

Year-End-Tax-Planning Into the Unknown

I, as was a large part of the U.S. population, watched the second of three Presidential Debates.  At this point, it appears that either President Obama or Mit Romney could win the Presidential Election.  Both candidates have very different tax strategies that will... Continue reading

The End Game

There are a number of books and articles titled The End Game, but I am writing today about the real end game. It is a game most of us play at some time in our lives; it could be with a spouse, a... Continue reading

United States May Payout $85 Billion in Settlements

The United States May Payout $85 Billion in Settlements of Tribal Claims of Mismanagement of Trust Accounting and Natural Resources A few months ago, a little known settlement took place between the United States and 41 American Indian tribes that alleged the Department... Continue reading
Asset Protection
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LLC Albright Case

The Albright case shows that when you set up an LLC you need to mindful of the entity type and classification. This case gives us guidance as to how single member LLCs will be treated in the future but thats not really the... Continue reading
Asset Protection
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Which “entity” is right for you?

An Asset Protection Plan is crafted to suit your personal situation considering your business risk, your family estate plans, your personal assets and the weight of your tax burden. Take for example the difference between an S Corp and a Limited Liability Company for “write offs.” In an S Corp a principle does... Continue reading

Introduction to the Limited Liability Company

FOR A RECENT PRESENTATION ON THE BENEFITS OF LLCS CLICK HERE This is a brief insight into a Limited Liability Company. If you are undecided about which type of business entity is best for you, click here to see what entity is right for you,... Continue reading

What Really Is Asset Protection?

Let’s start with what Asset protection is not. Asset protection is not hiding money, giving money to relative, moving assets while under duress or avoiding taxes in any way. What asset protection really does is use legal structures to protect and preserve your... Continue reading

Nursing Home Cost and Your Assets

Most of us do not really consider planning for nursing home cost. In fact, many people believe certain government programs will just kick in or some sort of automatic plan will be implemented. Nothing could be further from the truth. While most of... Continue reading

Family Trust

A family trust is also known as a revocable living trust. A revocable living trust is a tool that can be used to avoid probate courts and also helps family assets to go to the proper beneficiaries. While a revocable living trust can... Continue reading

Asset Protection Trust

It is important to define this trust vehicle as it has many aliases. As you surf around to gain knowledge about protecting your assets you will run across acronyms such as OAPT’s, APT’s, FAPT’s, or IAPT’s. You will also see the actual names:... Continue reading

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Financial Risk Analysis

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