A fifteen (15) part series that provides an in-depth review of the uniquely effective legal tools used to protect your assets.

If you have equity in your home, real estate and any level of savings which are outside of a qualified retirement plan, then asset protection is worth considering. This becomes even more important if you have increased levels of risk. If you own a business, if you are an employer, if you are a professional of any type, if you are connected to the medical or healthcare world, or if you are involved with investment activities, your assets may be at an increased level of risk if unexpected claims or litigation are brought against you. The time to protect your assets is before an event that may lead to litigation occurs.

Today, asset protection has taken many forms. An effective asset protection plan separates legal ownership in a way that prohibits hostile creditors from reaching your assets, while at the same time retaining those same assets as available for your family’s beneficial use and enjoyment.

The purpose of the legal tools of asset protection is not to hide personal or business assets nor to deprive the U.S. and state governments from collecting lawful taxes. Rather, asset protection is intended to provide protection from unforeseen creditors or lawsuit plaintiffs beyond the protections provided by insurance, and entities such as trusts, limited partnerships and limited liability companies.

Asset protection has become complex with competing ideas ranging from foreign asset protection trusts (FAPT), to domestic asset protection trusts (DAPT), to unique and effective hybrid entities that combine the best of both like The Bridge Trust®.

To best understand the complexities of these options, it is critical to first understand the basic “Key Concepts” of how asset protection works. This includes concepts like using a trust, irrevocability, spendthrift provisions and choice of jurisdiction.

The Key Concepts of Asset Protection Series is made up of 15 very short (approx. 3 min each) videos which accomplish just that – the links are below on this page. After viewing a concept video, click the “X” next to it to be able to select the next one. This series will educate you to be better prepared to make an informed decision about your own planning choices.

Contact us schedule a confidential personal asset protection analysis.

  • Key Concepts of Asset Protection: #1 – Sep..

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    Key Concepts of Asset Protection: #2 – Use A..

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    Key Concepts of Asset Protection: #3 – ..

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    Key Concepts of Asset Protection: #4 – ..

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    Key Concepts of Asset Protection: #5 – Self..

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    Key Concepts of Asset Protection: #6 – ..

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    Key Concepts of Asset Protection: #7 – The..

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    Key Concepts of Asset Protection: #8 – Cost v..

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    Key Concepts of Asset Protection: #9 – The..

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  • Key Concepts of Asset Protection: #10 – The..

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    Key Concept #11 – The Bridge Trust

    Key Concepts of Asset Protection: #12 – Use a..

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    Key Concepts of Asset Protection: #13 – ..

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    Key Concepts of Asset Protection: #14 – The..

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    Key Concepts of Asset Protection: #15 – ..

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