Asset Protection Tips

i_tipsAsset Protection is an essential part of your wealth creation plan.  By following the steps I’ve outlined for you in the asset protection strategies section, you can ensure that your hard earned wealth remains with you or those you want to have them.

Key Tips to Remember 

  • Check state laws via a qualified estate planning attorney for any estate, inheritance or death taxes that may be imposed on your property.
  • Have a plan in place, regardless of net worth.
  • Get organized – a good filing system and financial statements are a great beginning.
  • Get every asset out of your name and into the name of the entity. Own nothing, control everything!



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