Posts in March, 2015

Mar 30 What is the charitable remainder trust and how does it work?

A charitable trust is a form of an irrevocable trust that devises assets to a specified charity. You create the trust and then ...

Mar 16 For privacy and protection, do you recommend owning bearer investments?

We do not provide investment advice, but owning bearer investments do provide more privacy. Gold, diamonds, art, stamp ...

Mar 09 Can one entity- say an LLC - hold all my assets, including my investments?

An axiom of good asset protection planning is to title your investments and other ‘safe assets’ to one entity, such as a limited ...

Mar 02 Is it safer to keep investment accounts in a state other than where you reside?

That can be a good idea for this reason. To enforce their judgment against your assets, your creditor must obtain a judgment in ...