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Protect Your Wealth

Protect your wealth with right asset protection advice and getting the right legal tools in place. Let’s clear the myths and get the facts on the best strategies for wealth preservation.

WEBINAR – May 13th – Common Asset Protection Mistakes

WEBINAR - May 13th - Common Asset Protection Mistakes What derails otherwise well-intentioned plans: DIY asset protection Transfers after threats arise Commingling and operational missteps To register for webinar click the link:  https://us06web.zoom.us/meeting/register/7XMj_5FMRcKE8AxwQ8Civw

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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 plan, is unaffected by the…

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The Mind of Money: Year End Tax Planning

The Mind of Money: Year End Tax Planning from Asset Protection Council on Vimeo.

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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 good; and some are very…

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Best For Dentistry Webinar

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Corporate Transparency Act

Stay compliant with the Corporate Transparency Act.
Report your business entities easily through FinCEN’s streamlined process.

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Lodmell & Lodmell

Protecting clients since 1997.

Arizona Office
8160 E. Butherus Drive, Suite 4
Scottsdale AZ 85260

Telephone: (602) 230-2014

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