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Asset Protection, Irrevocable Trust, Lawsuit

How to Protect Assets from Lawsuits, Divorce, Accidents

February 2, 2019

The keys is to learn how to protect assets from lawsuits. According the National Center for State Courts, there were 103M lawsuits in 2019; One lawsuit for every three citizens in the United States. Decades of a person’s hard-work to accumulate wealth; working their entire life to build, are at risk of being attacked because of one “frivolous” lawsuit. How to protect wealth from litigation like these? Did...

Asset Protection, Irrevocable Trust

Compare chart Irrevocable Trust, Revocable Living Trust, Non-Grantor Trust, LLC

January 21, 2019

Watch the video on Compare chart Irrevocable Trust, Revocable Living Trust, Non-Grantor Trust, LLC Like this video? Subscribe to our channel. For those of you not familiar with the 2005 Tax Reduction Act, some of the provisions address specific transfers by seniors under the new Medicaid nursing home provisions. Under the new provisions, before seniors qualify for Medicare assistance into a nursing home, they must spend-down their assets. These...

Estate Planning, Irrevocable Trust

Should You Consider Moving to Avoid State Estate Taxes?

January 5, 2019

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 asset-friendly state to protect their assets. Many “snowbirds” have vacationed in the...

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