Asset Protection FAQ (Frequently Asked Questions)

Asset Protection: Questions on Protecting Your Assets Estate Planning and Protecting Your Assets Asset protection is one of the most important things you can do. The planning is a method of preparing for any possible lawsuits in the future. It entails rearranging the ownership of your current assets so that they cannot be touched by […]


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Top 10 Things to Do When Being Sued

The threat of a lawsuit, or the prospect of litigation, sends most people into an emotional state somewhere between panic and outrage, especially if that person hasn’t protected their assets ahead of time. Running a business or getting through the daily routines of personal life can be overwhelming without the added stress of a process […]


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Buying Notes with your Self-Directed IRA

Buying Notes with your Self-Directed IRA Now that you know the basics of a Self-Directed IRA, let’s dive into some of the leading trends in Self-Directed Investing. With all of the stock market uncertainty, investing in notes has become increasingly attractive using tax-deferred funds in your IRA or retirement plan. Notes can be a great […]


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What is Self-Directed IRA Investing?

Self-Directed Investing 101 The Self-Directed IRA industry is growing at a staggering pace and is expected to see over $2 trillion enter the market over the next few years. With over 45 million retirement account holders and less than 4% of those being held in nontraditional assets, the time to consider Self-Directed investing is now. […]


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Should You Consider Moving to Avoid State Estate Taxes?

Wealthy individuals or couples who have reached maturity do not need to worry about raising their children or paying bills. Money gives them the financial freedom, economic stability and peace of mind to do what they want. As estate (death) taxes rise, wealthy individuals wonder if it is financially beneficial to move to a more […]


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5 Estate Planning Horrors to Avoid In Your Divorce

“A person who never made a mistake never tried anything new” – Albert Einstein. You do not want to make these mistakes. Estate planning frequently takes a backseat to emotion in a divorce. Even when both parties agree that ending their relationship is the best solution for their marital woes, divorce can be an emotionally […]


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Top 8 Things People Overlook with Estate Planning

1. The Entire Estate Plan What do Jimi Hendrix, Steve McNair, Michael Jackson, and Bob Marley all have in common? They all died without a proper estate plan or even a will and their heirs paid the price in legal fees, court costs, and endless delays. Many people die “intestate,” (without a will). Even though […]


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Five Estate Planning Things You Need to Know After Getting Married

1. You both own everything. You and your spouse are now the joint owners of all of the marital assets with a few exceptions and a few state specific variables. This means that if one spouse’s income has a lot more than the other, it doesn’t matter. Those savings accounts and even retirement accounts may […]


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Asset Protection & the LLC: 8 Case Studies

Many business owners believe that they can simply incorporate their businesses into an Limited Liability Company (aka LLC) and protect their personal assets. However, that is an extreme oversimplification of the law and at the core of misleading consumers by the “LLC farms” out there. Lawyers should know that if a corporation or LLC owes […]


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Pros and Cons of an Offshore Asset Protection Trust: Is it the Best?

Pros & Cons Offshore Asset Protection Trust: When to use an Offshore Trust Today many estate planning firms tout the benefits of Offshore Asset Protection Trusts as instant asset protection solution for every individual looking for the end-all, be-all. It feels to them like finding a the last raft on a ship that has a […]


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