Posts in Taxes

Jan 18 Protecting Your Real Estate Assets

The first rule is to title all real estate that you own or co-own – other than your personal residence – to one or more limited ...

Sep 08 How can you make life insurance lawsuit-proof?

Life insurance may enjoy state statutory protection. But again, its protection depends on state laws. Click here to check your ...

Jul 27 Estate Planning Tips for Minors - Part 2

Last week we discussed a few ways to pass your assets and best protect minors. This blog will focus on additional methods to pass ...

Jul 14 How Does Tax Planning Work with Asset Protection?

We take Tax Planning into consideration when creating each client’s individualized, customized, and tailored Asset Protection ...

Jul 07 Pros and Cons of IRA Accounts

There are five main types of Retirement Accounts (IRAs). IRAs are crucial to creating a solid Asset Protection Plan. They ensure ...

Jun 22 How Can You Receive a Fixed Income, Acquire Tax Advantages, and Donate to Charity?

The Charitable Remainder Trust (CRT) will achieve all three of these goals. A CRT is an irrevocable trust that provides for ...