Asset Protection Articles

A common question we receive after an asset protection plan is implemented is:“How do these entities work together from a tax standpoint, and what actually gets filed each year?”This article explains how LLCs, Asset Management Limited…

Beginning March 1, 2026, the U.S. government will implement sweeping new reporting requirements affecting certain residential real-estate transactions involving LLCs, trusts, partnerships, and similar entities.The rules were issued by the Financial Crimes Enforcement Network (“FinCEN”) as…

Clients occasionally come across “best practice” commentary suggesting that, when a trust owns a home, the trust should pay the mortgage and the occupants should pay fair-market rent under a lease. That structure can be appropriate…

When a husband and wife own a Limited Partnership together, it is surprisingly common for the tax reporting to drift off course. The LP is properly formed, both spouses are listed as owners, and the business…

One of the most common scenarios we encounter with clients holding Swiss (or other offshore) accounts inside a U.S. revocable living trust is this: “In practice, when opening a Swiss account for a U.S. grantor trust,…