Asset Protection

Asset Protection is a State-of-Mind – How to Get into this Mindset

June 30, 2015 by

Asset protection is a state-of-mind and a way of life. It is not a one and done situation. Asset protection must be continually and consistently maintained. Many people fail to appreciate this, and see their property, money from life ...

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Published in Asset Protection

Asset Protection Through LLC – An LLC Does Not Always Protect Its Members

June 3, 2015 by

This post is about how even though a member of an LLC may believe he or she has asset protection through LLC, a creditor might use the Greenhunter case in pursuit of an individual who is a member of a multi-member ...

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Published in Asset Protection

Asset Protection for Beneficiaries with an IRA Inheritance Trust

May 12, 2015 by

Asset protection strategies in Florida can include Individual Retirement Accounts (IRAs). While it is not the law in every state, Florida considers funds held in a traditional or Roth IRA as exempt property. This means those funds are protected ...

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Published in Asset Protection

Tax Records: How Long to Keep Documents

January 13, 2015 by

This month is the calm before the tax season storm. Starting in mid-January, tax records such as your W-2 and 1099 should start arriving in your mailbox. Store these records in a safe place until you can schedule an appointment to meet with ...

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Published in Asset Protection