Posts in July, 2017

Jul 31 How Can I Integrate Estate Planning with Business Succession Planning Objectives?

Making sure Estate Planning coordinates with Asset Protection is not the only important aspect of Integrating planning. Estate ...

Jul 24 Aside from lawsuits, what are the most common predatory threats?

Divorces are rapidly escalating in numbers. Many of our clients come to us for assistance on this matter. Of course, the bad ...

Jul 17 Does Asset Protection largely depend on the nature of the financial threat?

Absolutely! Divorce, creditors, lawsuits and property foreclosures are all potential dangers to one’s wealth. Each type claim ...

Jul 10 What protective entity best protects valuable technology patents, trademarks and other intellectual property?

For many people – and particularly businesses – their patents, trademarks, copyrights, domain addresses, customer lists, formulas ...

Jul 03 Are 529 accounts for a child's college tuition safe from creditors?

The answer here depends largely on state law. But even when these accounts are fully protected, they are only safe if the transfer ...