Asset Protection Planning
Wealth Preservation Planning
Asset Liability Management (What is it?)

"Asset Protection is a unique entity; it is not the same as Financial Planning, but is an integral part of both financial planning and estate planning. Asset Protection might best be understood as the 'LIVING' side of Estate Planning, and may be defined as the method of organizing your assets and affairs before any threats to those assets surface. In order to guard against such threats, assets need to be 'switched' from an unprotected type of ownership to a new type of ownership using an asset protection strategy.

The goal is two-fold. At best, it is to completely insulate you from losing any of your wealth; at worst, it is for you to withstand a legal storm significantly better than you would have if you had not done asset protection planning. Lawsuits, taxes, accidents, and other financial risks are facts of everyday life, and although you'd like to believe that you're safe, misfortune can befall even the most careful person (The Wealth Preservation Institute)"

Common Questions for your advisor

Protecting Your Personal Residence

Affiliations:

The Wealth Preservation Institute (Link)
The Asset Protection Society (Link)
Trustmakers Website (Link)

Recent Newsletters

Guaranteed Bank Deposit - How to Guarantee Your Bank Deposits Up to $50 Million
- - - Article on How this Works (Click Here)
- - - Certificate of Deposit Account Registry Service (CDARS) (Link)
- - - Everbank Insured Advantage CDs (CDARS) (Link)

Nevada Corporations - The Truth: Good Idea or Bad Idea?
- The Dynamics of Incorporating in Nevada (Link)
- Nevada's New Corporate Laws (Link)

Why it might be too late for Asset Protection Trusts and Other Strategies:
- Briefing on Fraudulent Conveyances (Link)
- Uniform Fraudulent Transfer Act (Link)

- Asset Protection Seminar
- Asset Protection Basics
- Trust Basics
- Use of Trusts and Creditor Implications
- Offshore Trust Basics
- Selecting a Trustee

- Understanding Full Faith and Credit Clause (Link)
- ERISA - Department of Labor Advisory Opinion - ERISA Prohibited Transaction (Link)
- Asset Protection - How Does it Work? (Link)
- Family Limited Partnerships (Link)
- Asset Protection Trusts (Link)
- Offshore Asset Protection Trusts (Link)
- LLCs, Partnerships, & Corporations (Link)
- Offshore Banking (Link)