Wealth Preservation GroupLearn from yesterday. Plan for tomorrow.  Live for today.
 

 

As a definition, Asset Protection is the use of techniques and entities to insulate family and business assets from claimants. The aim of many affluent families is to render themselves unattractive to claimants and make it difficult to attach to or place a lien on their assets.

 
Asset Protection: Our legal system (unique in the world) enables the poorest person with the weakest complaint to bring legal action against anyone of any means.

Asset Protection


Business Planning: Strategies designed to assure business owners a comfortable and organized exit plan while maintaining the business or its value for descending family members at minimal transfer taxation.

Business Planning


Taxation: By far the greatest paring of individual as well as family wealth. Strategic professional planning is required in order to minimize all levels of taxation and retain wealth.

Taxation

Divorce and Your Finances – The 7 Most Costly Mistakes
Each year there are nearly 1 million divorces in the United States, or about 50% of all marriages1. The real tragedy, however, is the financial devastation that occurs to many individuals after their divorce.
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House rich, but cash poor?
For many senior homeowners, the prospect of living a longer life only gets better with each new advancement in medicine. But these medical "miracles" don't come cheap, and the rising costs of institutional health care exceed even the most aggressive inflation estimates.
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How Being At Fault While Not Financially Responsible Works
While sitting at a traffic light waiting for the green light, you are slammed from the rear by a drunk driver who never saw you and didn't even attempt to stop. Clearly, you are an innocent victim with no fault in the accident.
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