Topic-By-Topic

Investing in Overseas Real Estate

The term “global marketplace” has never been more descriptive-particularly when it comes to real estate. There are numerous reasons why many of our clients invest in property overseas, including asset protection, portfolio diversification, retirement planning, privacy, and […]

Equity Stripping Real Property

If questions about asset protection in financially unsafe times are on your mind, you’re not alone. In addition to wondering “how do I protect my assets from lawsuits?” one primary area of concern has been the preservation of purchasing power in uncertain economic times, because […]

Protecting the Home without Homestead

Understanding How to Manage Risky Assets

If you are a doctor and you own a practice this is probably one of your riskiest assets. What about your office building? How about real estate? If your office building or real estate have equity or are completely paid […]

Asset Protection in Divorce

As you might imagine, I get this question all the time! The answer is – it depends.

Generally asset protection refers to situations where individuals or married couples are seeking to protect their assets and property from third parties, such as creditors and potential lawsuits. In […]

Pouring into a Revocable Living Trust

-COMING SOON-

GO AHEAD AND SKIP TO LESSON 23

Feel free to contact our office now, or at any time during this course to get an analysis with our in-house Asset Protection Attorney or Analyst, please contact Kitty Lucarini at 1 (800) 231-7112 to schedule the phone […]

Funding Your Asset Protection Plan

Tips for Funding Your Asset Protection Plan

We’ve had a lot of interesting call lately regarding unfunded asset protection plans. An asset protection plan–a Family Limited Partnership combined with an International Wealth Management Trust–is only useful for protection against creditors if there are actually assets titled […]

Foreign Bank Accounts

-COMING SOON-

GO AHEAD AND SKIP TO LESSON 21

Feel free to contact our office now, or at any time during this course to get an analysis with our in-house Asset Protection Attorney or Analyst, please contact Kitty Lucarini at 1 (800) 231-7112 to schedule the phone […]

Protecting a Risky Business

As asset protection advisors, we sometimes find that professionals and small-business owners tend to underestimate their potential for getting sued. For instance, it’s common to come across a woman who runs a home-based baby clothes business who thinks she is not really at risk of […]

Safe vs. Risky Assets

The worst mistake when creating an asset protection plan is to mix safe and risky assets. For example, if we were to create an LLC we wouldn’t put your rental real estate property in there with a bunch of cash. If something happens to the […]

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