The Internal Revenue Service and Department of the Treasury recently finalized regulations that create additional…

Recently created rules outlining IRS reporting requirements for entities with foreign asset holdings or transactions…

If questions about asset protection in financially unsafe times are on your mind, you’re not…

Understanding How to Manage Risky Assets If you are a doctor and you own a…

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

-COMING SOON- GO AHEAD AND SKIP TO LESSON 23 Feel free to contact our office…

Tips for Funding Your Asset Protection Plan We’ve had a lot of interesting call lately…

-COMING SOON- GO AHEAD AND SKIP TO LESSON 21 Feel free to contact our office…

As asset protection advisors, we sometimes find that professionals and small-business owners tend to underestimate…

The worst mistake when creating an asset protection plan is to mix safe and risky…

There is a lot of confusion about this subject. First let me define domestic asset…

There is a frequent misconception that anything to do with asset protection must inevitably involve…

There’s more to Belize than the Barrier Reef and Mayan ruins. This country formerly known…

– COMING SOON – GO AHEAD AND SKIP TO LESSON 15 Feel free to contact…

I am often asked what happens when the Trust does need to actually remove the…

Asset Protection Trusts Definition To understand what an Asset Protection Trust is, and how it…

Charging Order Plus: Another Layer of Asset Protection In some states, limited liability companies (“LLCs”)…

Does Jurisdiction Matter? There is no doubt that jurisdiction matters a great deal. This is…

Compared to the Family Limited Partnership (FLP), the Limited Liability Company (LLC) is the relative…

What is a Limited Liability Company Limited Liability Companies are the relative newcomer to the…

What are Family Limited Partnerships? An Family Limited Partnership (FLP) is a legal entity known…

A One Time Net Worth Insurance Fee Unlike liability insurance, asset protection insures the asset…

Topics & Questions Covered What is fraudulent conveyance? Conveyance is mental intent, or a state…

Topics & Questions Covered If you understand the corporate shield you can understand how asset…

Topics & Questions Covered The 4 Pillars – Contingent Fees, Attorney Advertising, Ethical Rules, Court…

Topics & Questions Covered What asset protection do I already have? IRA’s & defined benefit…

What does Asset Protection Really Mean? How does it Work?
What are the things I find on the Internet? What gets me in trouble?
How does on retain ownership and control of assets with proper planning.
Irrevocable Trust – is it the solution?
Asset protection is tax neutral when done right.
Asset protection is not based on secrecy. Asset protection is not unethical.
Asset protection cannot be done as a blatant fraudulent conveyance, or in the face of a lawsuit.