Beware of what can happen when a client is forced to lower their death benefit in the first 10 years of purchasing a life insurance policy. Selling li...
Considering Your Family
This week is a reverent occasion for the American family. We celebrate unity by putting family differences aside, and enjoying sports, movies, and of ...
Distressed Asset Trust (DAT) transactions are now listed transactions
The Asset Protection Society™ (APS™) is here to warn its members and the general public of any transactions and/or scams or schemes that may harm ...
Domestic Asset Protection Trusts – In The Beginning
As a licensed attorney with a practice in trusts, I am almost daily addressing the aspects of trusts and determining whether or not a trust would be b...
Domestic Asset Protection Trusts – Part 3 – The Domestic Trust
In my first two related articles, I provided the foundation for a better understanding of how trusts and trust laws evolved from the 15th century to t...
Does – Buy and Hold – Work in a Volatile Stock Market? The Surprising Results!
Does “Buy and Hold” Work When the Market Goes Up and Down like a Yo-Yo? When reading this newsletter don’t forget that anyone or anything that c...
Choice of Entity from an Asset Protection Point of View
Generally speaking, most accountants/CPAs who help clients with the choice of entity focus on the tax aspect of each entity. That makes sense, but in ...
Don’t Force Your Kids To Spend Money
Hi everyone. It’s been a while. Let’s start with a quiz. Do you remember a couple of years back when I told you I was buying, via a bankruptcy sal...
Domestic Asset Protection Trusts Part 2 -The Trustee
In my previous newsletter, part one of a series on domestic asset protection trusts, I discussed a brief history of trusts and their uses. Today my fo...
Single-member LLC Discussion
Two cases, In Re Ashley Albright and Littriello v. United States, et al. These cases were discussed to remind the reader that proper asset protection ...