Protect Your Assets

Protect Your Assets

Protect your assets before you have the problem. Let’s face it, wherever you go there are vultures trying to rob you of your assets. Whenever I travel I notice that smart tourists secure their money and other valuables in money belts, multiple pockets, purses, or wallets to

Family Limited Partnership and Asset Protection

Family Limited Partnership and Asset Protection

A Family Limited Partnership or FLP is a legal tool designed to centralize a family business or family assets into a single holding entity for asset protection and tax savings. FLPs unique tax ability can be used to minimize estate taxes by transferring FLP shares between generations,

Estate Planning Needs

Estate planning needs are one of the first things I address with a client. It is important to get the right estate plan in place without going overboard. Every estate plan needs a will; most need a trust. A durable power of attorney and living will are