Asset Protection

Roth IRA Conversion – Year End IRA Estate Planning

Published on July 16, 2012 by

As this is being written, it’s the 4th of July, 2012. Virtually everyone is enjoying our great summer holiday; probably few are concerned with year-end planning. While reminding folks of a scheduled tax increase is not music to one’s ...

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Published in Asset Protection

What To Do With Your “Digital Assets”

Published on April 19, 2012 by

Does your estate plan include what happens to your digital assets if you become incapacitated or pass away? If your user names and passwords, your “Digital Assets,” are locked away in your head or in a digital or paper ...

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Published in Asset Protection

What Does the State of Nevada Have To Do With Asset Protection?

Published on April 19, 2012 by

[Please read the posts to this blog dated 12/17/11 and 12/29/11, before you read this post.]

http://www.clearwaterfloridalawyer.com/florida-limited-liability-company

http://www.clearwaterfloridalawyer.com/florida-limited-liability-company-update

The use of a limited liability company ...

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Published in Asset Protection

Insurance & Estate Planning: Protecting What You Have

Published on January 9, 2012 by

Using insurance in estate planning includes not only life insurance policies that increase the estate your heirs receive, but also health, home, auto and business insurance to protect the assets of your estate — including life insurance benefits — ...

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Published in Asset Protection

Good Asset Protection Strategies Avoid “Secrecy”

Published on November 9, 2011 by

Good asset protection strategies use secure and legal means to guard a person’s assets against seizure due to a lawsuit or judgment. Attempting to protect assets through Bearer-Share schemes and “secret” Nevada corporations or LLC’s is not good ...

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Published in Asset Protection