Asset Protection Articles

Estate Planning goes hand in hand with Asset Protection and are often addressed together. While Asset Protection is primarily concerned with protecting your assets from creditors and predators while you are alive, Estate Planning is primarily…

Internal Revenue Code Section 1202 offers one of the most significant tax benefits available to founders, entrepreneurs and investors in qualifying small businesses. When its requirements are satisfied, Section 1202 can permit a shareholder to exclude…

One of the most common questions we answer is related to the protections around a 401K vs. the protections around an IRA.  This comes up often when a 401K is rolled over into an IRA. To…

As part of a comprehensive Asset Protection strategy, we often recommend putting investment property into an LLC.  The advantages of using an LLC to hold real estate are significant and moving your investment property into the…