What is an asset protection trust? Who needs them? Where do you set them up? Lets jump into this. Lets start with the need for asset protection and why asset protection works. Asset Protection works by removing the economic incentive for a person, and that person’s...

One of the top questions I am asked is “what is the difference between a revocable and irrevocable trust?” The difference can be confusing, along with the reasons why. Especially when you see so many different types of trusts and terms such as: Revocable Living Trust,...

Fraudulent Conveyance and Asset Protection Fraudulent Conveyance is really one of the big kahuna issues with transferring assets. It is one of the questions I get asked the most, and is one of the least understood concepts. Fraudulent transfers or Conveyance or now...

I was talking to a very popular podcast host Lane Kawaoka, the host of Simple Passive Cash Flow and his mastermind group. During this event a very good question was asked. I was asked my general thoughts on equity stripping as a form of asset protection, how it works...

We have seen an explosion in the asset protection field. Over the last eight years people have realized that traditional estate planning will not protect their wealth from creditors and fraudulent lawsuits. They are realizing that their wealth is fragile and with the...

What is the deal with Real Estate? Why are real estate investments the hardest to protect? The short answer is that it is a physical object that cannot be moved. Now this does not mean it is not protectable. In fact the opposite is true. It’s very protectable. There...

How can an Asset Protection Trust age like wine and get stronger? If you took the time to invest in creating an Asset Protection Trust to protect your assets then congratulations on taking a very important step in securing your financial freedom. Lets first remember...

I get this question all the time. What are the benefits of an LLC, and what are its limits? Not many know the limits. An LLC is an abbreviation for a “Limited” Liability Company. It is basically an upgraded C-Corporation, and the baby brother to the S-Corp. Before an...

I see a lot of initial clients and investors not understanding the different level of risk and liability of assets. One of the worst mistakes an individual can make when creating an asset protection plan is to mix safe and risky assts. For example, placing your real...

Limited Partnerships actually originated way back from the time when European shipping businesses began to operate globally. That’s right. A very long time ago. The goal in creating these limited partnerships was to allow multiple individuals or businesses to invest...