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Reference Articles

This area has specific articles on topics related to Asset Protection.

  • Recourse v.s Non-Recourse loans (and Personal Guarantees "PG's")
  • Estate Planning Checklist
  • 401K vs. IRA which is more protected?
  • Transferring Investment Property into an LLC (The Due of Transfer Clause)
  • LAND TRUSTS: How they work and when to use one.
  • The Checks & Balances when your Trust is Triggered
  • What is the Corporate Transparency Act (2021)
  • Tax Planning Trusts using 643
  • Abusive Trust Schemes (IRS)
  • Series LLCs - Should they be used?
  • FUNDING: The Primary Residence
  • How to Manage Banking with your Asset Protection Plan
  • Estate Planning vs. Asset Protection
  • A Nevada Trust vs. a Nevada DAPT
  • Understanding Asset Protection Using the Bridge Trust
  • Separating your 'Brand and IP' from your 'Operations'.
  • Master Class on Asset Protection
  • A Survivor's Checklist (What to do when a Spouse dies)
  • How to Manage Rental Property (Using Holding Companies and LLCs)
  • Why So Complicated?
  • How to Properly pay an "Inside Sales" team
  • Asset Protection and Child Support
  • Protecting your Primary Residence
  • What to know and do when a Settlor Dies.
  • Why I prefer an Arizona Limited Partnership as the Holding Company.
  • Funding Guide - Basics
  • The Key Concepts of Protecting Real Estate
  • How does my moving to Puerto Rico affect my Asset Protection Plan?
  • The Bridge Trust® vs. The Quantum Living Trust®
  • The Two most important steps to take during a Financial Crisis
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