Private Retirement Trust
On September 24, 2024, California Governor Gavin Newsom signed into law AB 2837, dramatically reducing the creditor exemption for qualified retirement accounts in California. The new law will take effect on January 1, 2025. In the wake of these changes, the California Private Retirement Trust (“PRT”), a “non-qualified” 401k-like retirement…
The Mind of Money: Year End Tax Planning
The Mind of Money: Year End Tax Planning from Asset Protection Council on Vimeo.
Why I Prefer an Arizona Limited Partnership as the Holding Company
The AZ LP as my preferred choice as a holding company has to do with some specific features. Some have to do with the LP vs the LLC in General. Others are charging order specific and AZ is just one of the elite states, along with others which are also…
Tax Free Income: Renting Your Home to Your Business
Section 280A of the Internal Revenue Code lets you rent out your home for up to 14 days per year without having to report the income. The tax exemption is one of the rare opportunities to earn money and not pay federal income tax on it. Sometimes referred to as…
A Word About “Friendly Liens”
I’ve been recently receiving a number of questions regarding the use of “Friendly Liens” - as means of asset protection. If you’re not familiar with the term, it refers to a lien against property you own, typically real estate, held by a party who’s friendly to you. The “friendly" party…
Investing in Overseas Real Estate
The term “global marketplace” has never been more descriptive-particularly when it comes to real estate. There are numerous reasons why many of our clients invest in property overseas, including asset protection, portfolio diversification, retirement planning, privacy, and tax savings. Real estate is not only a very stable investment in many…
Understanding The Bridge Trust®
If you’re considering asset protection planning, “Understanding The Bridge Trust®” is something you must watch! This video will provides you with a detailed review of the legals tools available to protect your wealth and explains why we believe that the Bridge Trust® is actually better than a purely foreign or…