by Brian T. Bradley | Mar 12, 2025 | Asset Protection
How to Navigate Economic Uncertainty & Secure Your Assets A financial crisis can hit unexpectedly—whether it’s a recession, real estate market crash, stock market downturn, global wars, trade disputes, or a pandemic—and most people are unprepared....
by Brian T. Bradley | Mar 1, 2025 | Asset Protection
Refinancing a rental property that is held inside an LLC (Limited Liability Company) is a common strategy for lowering interest rates, accessing equity, and improving loan terms. However, many real estate investors get bad advice from their CPAs,...
by Brian T. Bradley | Mar 1, 2025 | Asset Protection
Are you wondering why lawyers charge for consultations? Is it worth paying a legal consultation fee? Here’s what you need to know about attorney fees, legal advice, and why professional consultations are never free. Why Do Attorneys Charge Consultation Fees? Attorneys...
by Brian T. Bradley | Mar 1, 2025 | Asset Protection
The Dangerous Assumption That Could Cost You Everything Many high-net-worth individuals assume that their CPA and estate planning attorney have them fully covered when it comes to financial protection. After all, they handle your taxes, trusts, and business structure,...
by Brian T. Bradley | Feb 27, 2025 | Asset Protection
Many clients using The Bridge Trust® have questions about its tax reporting requirements. As a grantor trust, The Bridge Trust® is required to file Form 1041, U.S. Income Tax Return for Estates and Trusts, each year. However, the IRS allows...
by Brian T. Bradley | Feb 27, 2025 | Asset Protection
For real estate investors and high-net-worth individuals, asset protection is a must—but many hesitate, wondering: “Will setting up an asset protection structure impact my tax benefits, like depreciation?” The short answer? No. Our asset protection...
