How to Secure Your Assets Against Unwarranted Claims
The surge in excessive jury awards and the increasing eagerness of litigious attorneys to pursue questionable cases with lucrative contingent…
Suing Doctors: Asset Protection for Medical Professionals
59% of U.S. physicians have been sued at least once. By age 55, 82% of specialists have faced a lawsuit. Malpractice insurance pays claims — it doesn’t protect your wealth. Here’s what actually does.
The Rising Threat of Litigation
A Story of Protection and Peace of Mind: Imagine David and Emily, a successful couple living the American dream. David is…
Asset Protection for Dentists: Protecting Your Practice and Your Future
Asset protection strategies for dentist..
The Evolution of Asset Protection: Lessons from Bob Dylan
If you ever listen to Bob Dylan’s career in order — from The Freewheelin’ Bob Dylan to Blood on the…
Asset Protection Strategies: AMLP vs. LLC What’s the Best Choice
Introduction: Understanding Asset Protection Structures When it comes to asset protection planning, many individuals—including professionals such as attorneys, CPAs, business owners, and…
Surviving a Financial Crisis: Critical Steps to Consider
How to Navigate Economic Uncertainty & Secure Your Assets A financial crisis can hit unexpectedly—whether it’s a recession, real estate market crash, stock…
How to Refinance a Rental Property Held in an LLC
Refinancing a rental property that is held inside an LLC (Limited Liability Company) is a common strategy for lowering interest rates, accessing equity,…
Your CPA and Estate Planning Attorney Can’t Protect Your Assets
When a client asks their CPA or estate attorney to evaluate an asset protection structure, they’re asking an advisor who doesn’t practice that specialty to render judgment on it. Unfamiliarity and legal inadequacy are not the same thing.
Tax Reporting for The Bridge Trust®: Best Strategy for Compliance
Many clients using The Bridge Trust® have questions about its tax reporting requirements. As a grantor trust, The Bridge Trust® is required to…
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