Asset Protection Blog
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Posted on Jan 27, 2020
Determining whether you need Domestic or International Asset Protection, or both, depends entirely on the type of assets you have, the level of protection you are looking for, and the amount of money ...
Continue reading "Domestic vs. International Asset Protection Plans" »
Posted on Jan 20, 2020
The answer is NOW. Being the New Year, making sure everything you own is protected should be at the top of your New Year’s resolutions list. If you are a business owner, it is important to ...
Continue reading "When Should You Start Protecting Your Assets?" »
Posted on Jan 13, 2020
Each year, towards the end of the year, the Government announces the Estate Tax Exemption for the following year along with the corresponding Gift Tax Exemption. The Estate Tax Exemption is the sum of ...
Continue reading "The 2020 Gift and Estate Tax Exemption" »
Posted on Jan 6, 2020
Many individuals who execute Estate Planning believe that the execution of such documents is the end of the process. What most individuals fail to realize is the importance of funding or transferring ...
Continue reading "You Have a Revocable Trust, Now What?" »
Posted on Dec 30, 2019
The following are tips and traps related to applying for and maintaining homestead on a Florida primary residence: Review and File for all Qualified Exemptions: The homestead exemption is the most ...
Continue reading "Florida Homestead Tips and Traps - Part 2" »
Posted on Dec 23, 2019
Florida has by far the most desirable legal protections and real property tax benefits on its residents’ primary homes, however, remember that despite such protections, each county has strict ...
Continue reading "Florida Homestead Tips and Traps - Part 1" »
Posted on Dec 16, 2019
Asset Protection is utilized by individuals and businesses to legally and ethically protect assets from the future/potential threat of creditors. The best time to protect assets is before a legal ...
Continue reading "Asset Protection for Your Primary Home" »
Posted on Dec 9, 2019
Asset Protection is the process of legally and ethically protecting assets from the threat of future/potential creditors. Each State has their own Asset Protection laws and nuances, however, the ...
Continue reading "Asset Protection Tips" »
Posted on Dec 2, 2019
Walt Disney is one of the most well-known cases where a high net worth individual used Land Trusts to obtain an upper hand in expanding their empire. Unknown to most people, Disney Land (in Anaheim, ...
Continue reading "How Walt Disney Used Land Trusts to Purchase and Build Disney World" »
Posted on Nov 25, 2019
While Land Trusts are not the only strategy for creating privacy with regard to the ownership of Real Estate, it is important to understand all of the advantages and disadvantages of owning Real ...
Continue reading "Advantages and Disadvantages of the Land Trust" »
Posted on Nov 18, 2019
A Land Trust is a way to hold Real Estate in such a manner where the owners of the Real Estate can remain private to the Public. This is the case because the only individuals listed in the Public ...
Continue reading "Overview of Land Trusts" »
Posted on Nov 11, 2019
As the use of technology continues to grow, businesses rely more and more on organizing, storing, and processing information digitally. It has become so second nature that we may not even be aware of ...
Continue reading "What are digital assets?" »
Posted on Nov 4, 2019
When you think of your automobile, golf cart, boat, plane or other adult toys they are not usually your most valuable assets. With many clients we see these assets left un-protected or even worse ...
Continue reading "How should you protectively title autos and other vehicles?" »
Posted on Oct 28, 2019
Lawsuits have become one of the next biggest businesses. Your chances of being involved in a lawsuit increases each year as more and more people turn to lawsuits as the solution to solve monetary ...
Continue reading "What Increases Your Chances of Being Sued?" »
Posted on Oct 21, 2019
When looking to protect your investments from creditors, you can often time layer different Asset Protection strategies for additional protection. For example, we may title your liquid investments to ...
Continue reading "Layering Asset Protection Strategies for Your Investments" »
Posted on Oct 14, 2019
The revocable trust is just that, revocable. You may change, amend and cancel the revocable trust during your lifetime. Upon your death, the trust becomes irrevocable. You may also retain benefits ...
Continue reading "What Is the Difference Between a Revocable Trust and an Irrevocable Trust?" »
Posted on Oct 4, 2019
There are three primary types of business structures, the sole proprietorship, the partnership, and several types of corporations. Within these structures many variations of the business may exist. ...
Continue reading "What Is the Best Business Structure For a Small Business?" »
Posted on Sep 30, 2019
If your primary home had protected equity under the homestead exemption, you need to make sure you protect any proceeds you acquire from the sale or refinancing of your home. The amount your home is ...
Continue reading "If I Sell or Refinance My Home, How Do I Protect the Proceeds?" »
Posted on Sep 23, 2019
Anyone with liquid assets titled in their personal name could lose it all to a lawsuit. The ideal way to protect your brokerage account would be to utilize international entities. Utilizing a foreign ...
Continue reading "How Can I Best Protect My Investment Accounts?" »
Posted on Sep 16, 2019
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Continue reading "Are You at Risk of Lawsuit?" »
Posted on Sep 9, 2019
We speak to many groups of business owners and professionals about Asset Protection and tax-favored wealth planning, and we are often asked about captive insurance companies. ‘Captives’ or ...
Continue reading "What is a Captive Insurance Company (CIC)?" »
Posted on Sep 2, 2019
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Each year more and more doctors are leaving their practices because of the endless hassles with insurance and lawsuits. Many doctors will carry malpractice insurance to cover an unforeseen ...
Continue reading "Asset Protection for Doctors" »
Posted on Aug 26, 2019
Limited liability companies were designed to do what their name suggests, limit your liability. LLC’s limit the owner’s liability for any bad business debt within the corporate structure. ...
Continue reading "Does Your LLC Fully Protect You?" »
Posted on Aug 19, 2019
Each co-owner in a tenancy-in-common or tenant-in-common owns a divided fractional share of the property. This creates serious lawsuit dangers and, reciprocally, no creditor protection. There are many ...
Continue reading "What Are The Dangers of Owning Assets as Tenants-In-Common?" »
Posted on Aug 12, 2019
Every entrepreneur and business owner knows the depth of passion and work that goes into owning and running their own business. The hours that are never tracked, the behind the scenes work, and time ...
Continue reading "Business Succession Planning - The Entrepreneur's Legacy" »
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