Doug
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Articles
Recent activity by Doug-
Funding Guide - Basics
Remember, your plan is only useful to protect if your assets are titled in the name of the plan. The funding of the entities in your planning is critically important and, while we can help, m...
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Isn't my Cryptocurrency already automatically protected?
This is a legitimate question. The nature of Cryptocurrency is such that it makes it seem like there is no need to take any additional steps to protect it. For example: It is very easy to transf...
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The Key Concepts of Protecting Real Estate
Introduction to Protecting Real Estate Real Estate is one of the most important, and most difficult assets to protect. Why? Because real estate cannot just be picked up and moved away from a laws...
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How does my moving to Puerto Rico affect my Asset Protection Plan?
Act 60 (formerly Act 20 & 22) has the potential to have a huge impact on Puerto Rico by attracting the right kind of investment and residents. If you are already in the process of filing your Act 6...
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The Bridge Trust® vs. The Quantum Living Trust®
The Bridge Trust® has become one of the most popular and effective asset protection tools in the ever-changing world of Asset Protection. The Bridge Trust® works by allowing a fully registered For...
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The Two most important steps to take during a Financial Crisis
There is simply no doubt that a financial crisis is one of the greatest risks to the personal wealth of most people. Very few are positioned to handle, much less benefit from a financial crisis. T...
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Tax Compliance of The Bridge Trust®
Trusts come in many forms with many different taxation options. However, there is one special type of trust which is not only the most common, but also the most often misunderstood. That is the "G...
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Protecting Cryptocurrency
Cryptocurrency has literally exploded onto the scene and created an entire new asset class. Just 2 years ago only a handful of my clients had any crypto based assets. Today I would estimate that ...
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Guide to Funding, Using and Maintaining your Asset Protection Plan
Overview This guide is designed to give you clear instructions on how to use and maintain your Asset Protection Plan. Your plan has been designed to be as simple as reasonable and still be the str...
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Welcome to your Help Center!
You're looking at your new Help Center. The Help Center is designed to provide answers to Frequently Asked Questions (FAQs) as well as articles and information to help you use your asset protection...