Asset Protection Trust Jurisdictions for Physicians – Part 1, Domestic

law and money for doctors

In our discussion two weeks ago we introduced the Asset Protection Trust (or APT) as a tool and answered some of the most frequently asked questions regarding what it is and how it differs from the estate-planning trust many doctors already have in place. We continue our discussion of the APT this week and examine […]

U.S. Citizen Thinking Of Expatriating? Important Articles on What it Means

Island

Due to the nature of our practice with thousands of Americans we have safely helped use a variety of tools including offshore trusts in a safe and legal way, we get lots of questions about expatriation. Our position remains the same;  the best of usage of these tools is tax neutral and provides surety while allowing […]

Deeding Your Home To An Asset Protection Trust: Due-On-Sale Clause Lies

HOME EQUITY LOSS

Great simple article on protection of your home using an Asset Protection Trust by my associate Douglass Lodmell. Many of our clients have six and seven figures in home equity. We are routinely shocked at how many successful eductaed people who have detailed and expensive estate plans in place were simply told to put it […]

Protecting and Passing On Your Gun Collection

70 Series

Those of us that live in states that support our 2nd Amendment rights and allow responsible firearm ownership are aware of the responsibility we have as gun owners in the safe storage and use of our guns. What is often overlooked however is how those guns are handled after we pass and how they will […]