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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?
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      • Home Equity Acceleration Plan (H.E.A.P.™)
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      • Sign up for a Free Consultation
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      • Revocable Living Trusts
    • Medicaid Planning
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Home Archive by category "Wealth Preservation"

Category: Wealth Preservation

There Are Several Fiscal Cliffs This Year!

The tax side of the fiscal cliff has been pushed forward temporarily.  The United States Senate overwhelmingly passed legislation to avert the so-called “fiscal cliff” on January 1, 2013 by a vote of 89 to 8, sending the American Taxpayer Relief Act of... Continue reading

IRA Rules – 2013

So that each individual can best plan for financial security and stability during his retirement, there are various types of Individual Retirement Account (IRA) plans. Some of the most common IRA plans include Traditional, Roth, Self Directed and SIMPLE IRA. There are different... Continue reading

What Are The Uses Of A Trust?

What are the uses of a trust? Protecting Your Assets Using Sound Legal Techniques! Philosophically a trust is used to seperate ownership from beneficiary for the purpose of protection.  Protection might be from creditors or protection from mismanagement for the safekeeping of assets... Continue reading

Understanding Asset Protection Trusts

Asset Protection Trusts are a great tool in the right hands and for the right reason. The use of an International Trust can be an advantageous legal tool to secure and protect assets such as real estate, bank accounts, company assets, annuities, dividends,... Continue reading

Should you use LLCs or trusts?

A trust separates ownership from beneficial enjoyment. Continue reading

Beware of Wills

There are other options for avoiding probate!   There are some things that are obvious about Wills; one is that they will pass through probate.  Often what is not written, may be a factor of law.  Below are some examples. 1.  The birth of a new child... Continue reading

Money Matters – More Than Ever

It is said that money makes the world go ‘round, but as we head into another new year, are you still going ‘round with questions about how to keep your money safe, what to do with it and how to invest? If so,... Continue reading

Financial Risk Analysis

Investments Too Risky? It’s tough to determine which investments to use if you don’t know your own risk tolerance.

Free Retirement Kit

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.

Worry FREE Retirement Kit

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