Asset Protection Articles

The Primary residence is a very special asset because it has 3 very unique tax benefits.  The video below explains how you can fund your Primary residence into your Asset Protection Plan.

When you set up a new Asset Protection plan, what is the best way to reorganize your bank accounts?   This is a great questions and very important, so let's start with some of the things which…

What is Estate Planning? Estate Planning is the process of setting up your assets to pass smoothly to your heirs with the minimum of hassle and taxes.  For most people this involves setting up either a…

Gifting Gifting of one's estate is a common estate planning tool which has several benefits.  For estates which are over the estate tax exemption, gifting is a way to transfer the estate in today's dollars (sometimes…