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LODMELL & LODMELL

Life insurance is a crucial financial tool that provides protection and peace of mind for individuals and their families. Understanding the various types of life insurance policies, their implications for estate planning, and their potential as…

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The Bridge Trust®, an advanced tool in asset protection planning, allows the settlor to retain control and enjoy the benefits of trust assets while protecting those assets from creditors. A key feature that makes this trust…

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Often times we get clients requesting a Certificate of Good Standing for their Arizona Limited Partnership; however, the Arizona Secretary of State does not offer such a certificate for Limited Partnerships. Instead, what they do offer…

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Lodmell & Lodmell often utilizes the approach of structuring a holding company for your asset protection plan.  We often recommend using an Arizona Asset Management Limited Partnership (AMLP), with the majority Limited Partner of the AMLP…

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A designation of beneficiary form plays a crucial role in managing the transfer of ownership interests in your Arizona Limited Partnership. This document allows Partners to specify who will inherit their stake upon their death, providing…

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