Content on this page requires a newer version of Adobe Flash Player.

Get Adobe Flash player

                                                  ASSET PROTECTION pLANNING

     

    While the American legal system is the best in the world, it is far from perfect. The law is not always fair. The day may come when you face the prospect of losing your property to a creditor, an ex-spouse, or a future judgement. Experienced asset protection planners can often save you from financial calamity.

    If you are confronting the loss of your assets, it is important to understand the following essential "rules" when considering asset protection plans:

     

    Timing is vital

    A plan that is implemented when the "wolves are already at the gate" is usually ineffective. Proper asset protection planning is undertaken way before the proverbial you-know-what hits the fan, but even late in the game...there are still ways to create hurdles to a creditor accessing your wealth. Keep in mind that the later in the game, the higher the risks

    Simple is better

     

    A plan should not be so complicated that you do not understand how it works.  

    NO plan is without risks. The better you understand it, the higher its prospects for success.

    Asset Protection Plans often require a team

     

     

    Sometimes good planning requires assistance from tax advisors, attorneys and/or  trust professionals. It is one thing to "buy" an asset protection product from someone purporting to have a foolproof package; it is quite another to know that your overall plan includes a team member who has the skill and experience to defend the product from attack, perhaps in a court of law. If your plan is under siege, you better have an attorney who understands every nuance of the product and every legal issue involved in preserving its sanctity, and who will be at your side in the face of a legal challenge.  

     

    Offshore is not a dirty word

        •  

        •  
    • There are several ways to utilize foreign jurisdictions to preserve your wealth, but be wary of those who have you turning over assets to strangers in strange lands . Legitimate plans do not place control of your assets in the hands of parties you do not know in far reaching netherlands.  Use a planner who has true relationships with international professionals, who can clearly explain the legalities and mechanics of the foreign laws and programs, and who can give you a sense of security rather than foreboding.

        Tax-Neutral Full-Disclosure Asset Protection Planning is our Mantra

         

         

        We do not engage in planning designed to evade taxes, as their is no more formidable foe than the U.S. Government. Nor would we ever put our clients in a position to perjure themselves, or create fraudulent disclosures. There is no need for it. Legitimate AP plans involve the safe harboring of fully visible vehicles.  

        We encourage you to make an appointment to discuss your options.

        •