Category: Asset Protection

Engaging in asset management is necessary for analyzing the strengths and weaknesses of investment products to minimize risks and financial losses. The level of management required depends upon the type and value of investments within the portfolio. There are several approaches to asset management. Some people prefer to use portfolio management software, while others hire […]

Estate tax is an issue that is frequently debated. It’s also a topic that is often misunderstood. There are several types of taxes that are associated with decedent estates. In addition to taxes against estate assets, there are also gift, inheritance, income, and generation skipping taxes. Federal estate tax is imposed when the estate value […]

Asset protection refers to legal processes used to protect assets against lawsuits and creditor seizures. While many methods exist, some of the more common include setting up a limited partnership, asset protection trust, or limited liability corporation. Many people believe asset protection is reserved for the wealthy, but this isn’t the case. One of the […]