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How Real Estate Investors in New York Can Protect Their Assets

How Real Estate Investors in New York Can Protect Their Assets

by Brian T. Bradley | Feb 13, 2025 | Asset Protection

🚨 Why NY Real Estate Investors Are Prime Lawsuit Targets Owning real estate in New York can be highly profitable, but it also comes with serious legal risks. Whether you own rental properties, commercial buildings, or development projects, you are...
High-Net-Worth Asset Protection Strategies: Why You Need to Act

High-Net-Worth Asset Protection Strategies: Why You Need to Act

by Brian T. Bradley | Feb 9, 2025 | Asset Protection

From Nothing to Everything—But Can You Keep It? Meet David. He wasn’t born into wealth. He started with student loan debt, long nights grinding through medical school, and years of financial uncertainty. Eventually, he built a successful private medical practice....
Why Asset Protection Planning Before Tax Filing Is Essential

Why Asset Protection Planning Before Tax Filing Is Essential

by Brian T. Bradley | Feb 9, 2025 | Asset Protection

As tax season approaches, many high-net-worth individuals, real estate investors, and business owners focus on minimizing tax liabilities. However, asset protection planning before tax filing is just as crucial. Waiting until after tax season can expose...
How Much Does It Cost to Set Up an Irrevocable Trust?

How Much Does It Cost to Set Up an Irrevocable Trust?

by Brian T. Bradley | Feb 7, 2025 | Asset Protection

A Costly Mistake or a Secure Future? Imagine this: Michael, a successful business owner, spent 30 years building his wealth. Real estate investments, a thriving company, and millions in liquid assets—everything was going well. But then, a lawsuit...
Asset Protection vs. Bankruptcy: A Smarter Path to Security

Asset Protection vs. Bankruptcy: A Smarter Path to Security

by Brian T. Bradley | Feb 6, 2025 | Asset Protection

A Story of Two Clients: John and Sarah John and Sarah both faced overwhelming financial trouble. John, a real estate investor, was blindsided by a large lawsuit that threatened to take everything he had built. Sarah, a small business owner, struggled with mounting...
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