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Tag: Estate Planning

Estate planning and asset protection (video)

Estate planning and asset protection (video)

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Estate Freeze Update: New Law – New Opportunity

Estate Freeze Update: New Law – New Opportunity

Volume XX, Number 1 – JANUARY 2011 INTRODUCTION More than 10 years ago we wrote an issue of the APN on estate freeze planning (Vol. IX, No. 1). The essence of estate freeze planning is just what it sounds like: the value of an asset (or assets) is “frozen” at today’s value for future estate […]

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Poorhouse Prevention

Poorhouse Prevention

Litigation in our society is a popular tool for the accumulation of wealth – by plaintiffs and their attorneys, who often take cases on a contingency basis. Attorneys handle lawsuits if there is any basis for a claim, and, most importantly, if there is a source of funds from which they will be paid. Asset protection planning makes the source of such funds minimal at best. If you think you do not need to secure your wealth, ask yourself: Am I absolutely certain that I will never be sued? And, if by some chance I am sued, that I will be fairly treated by our justice system? Most will answer “No!”, and wonder what they can do. Asset protection planning is the answer.

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Commonly Asked Questions About Asset Protection – Part Two

Commonly Asked Questions About Asset Protection – Part Two

This is the second of two issues devoted to commonly asked questions about asset protection. Among the questions addressed last month were those relating to the significant protection afforded through the use of the family limited partnership.

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