Tags » Asset Protection

BDIT: What is a beneficiary defective irrevocable trust?

The purpose of this post is to give you a useful, short example of an increasingly popular trust for estate, gift and income tax planning called a BDIT (pronounced “bee-dit”). 527 more words

Estate Planning

Self Directed IRA Compliance Issues

If you have set up a self directed IRA you have probably done so with the intent to expand your investing options outside of securities and obtain higher returns. 1,473 more words

Asset Protection

A Core Estate Planning Checklist

I frequently harp on the point that core estate planning is realistically a dull subject. Most of us do not wake up each day with estate planning in mind.   329 more words

Estate Planning


Another practice of offshore holding company that has gained a lot of interest and popularity in recent years is using a company to hold property and property rights in an offshore location. 508 more words

Business Setup

Do you Know Your Entity Type?

What your entity says about your business

What type of entity is your business? I am always surprised to talk to business owners and learn that they are unsure of what type of entity they formed for their business. 250 more words


5 Strategies For Protecting The Equity in Your Personal Residence

How do I protect my home from potential creditors? This is a very common question that does not lend itself to a straightforward answer. Many options exist for protecting your home, but the key is deciding on the appropriate strategy. 1,474 more words

Asset Protection

Will or Revocable Trust...Are You Confused?

This is a reblog of a post from my website about Will or Revocable Trust.

There still exists confusion about what a Will can and cannot do in terms of protecting assets and passing on your cherished possessions to loved ones. 1,326 more words

Estate Planning