by Brian T. Bradley | Feb 24, 2025 | Asset Protection
When business owners prepare to sell their company, they usually focus on tangible assets—real estate, equipment, inventory, and financials. But what about the intellectual property (IP) that makes their business unique? Many entrepreneurs don’t realize that...
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...
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....
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...
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...
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...
