The Digital Estate Plan: Because Your Bitcoin Won’t Bury Itself
Your crypto wallet, your NFT collection, even your Instagram account - your digital assets need an estate plan too. Learn how our cutting-edge plannin…
Tag: Asset Protection
Why Your Estate Plan is Probably Wrong (And How to Fix It)
Think your estate plan is solid? Think again. Discover the most common pitfalls in estate planning and learn how our unique profile-based approach can…
The Clayton Election: Your Secret Weapon Against Medicaid Spend-Down
Think the Clayton election is just for the uber-wealthy? Think again. Discover how this powerful tool can shield your spouse's inheritance from Medica…
5 Ways to Protect Your Assets (Lesson 1): The Four Threats to Wealth
Course Description: Protect Your Nest Egg in Five Days Overview:Planning for retirement is more than just saving money – it’s about making sure your wealth…
Navigating Business Storms: How Entity Formation Provides a Safe Harbor for Entrepreneurs
Discover how proper business entity formation can shield your personal assets from the turbulent seas of entrepreneurship. Like a sturdy clipper ship …
Why Your Estate Plan is Probably Wrong (And How to Fix It)
Think your estate plan is solid? Think again. Discover the most common pitfalls in estate planning and learn how our unique profile-based approach can…
A Spousal Lifetime Access Trust (SLAT) is an Asset Protection Strategy, Not Estate Transfer: Here Is What You Need To Know
Discover how SLAT can significantly reduce your estate taxes and transfer assets to a spouse tax-free. Learn the eligibility criteria, legal implicati…
Why Estate Planning is Necessary and Easy to Implement
Estate planning is crucial for ensuring your wishes are honored after death. DIY estate planning can be tempting but may lead to costly mistakes and l…
The Asset Protection Model and its Profiles
Asset protection is the second of three Money Models. Learn about the profiles associated with this Model.
When will I stop worrying about my kids?
Family Protection Trusts provides a much needed financial framework to help family members who struggle.
