Sentences with phrase «legal asset protection strategy»
You need to be familiar with the asset protection laws of your state of residence, so you can maximize your legal asset protection strategy.
https://www.insuranceandestates.com/ Not exact matches
Asset protection refers to protecting your nest egg from creditors and predators through taking advantage of legal strategies.
Of course where asset protection strategies and a more sophisticated investment strategy is concerned, real property can also be owned in a trust, a partnership, an LLC or other legal entity, and these are all common alternatives for real estate investment and development groups.
That is asset protection in a nutshell: the use of legal strategies to reduce or eliminate losses to your wealth due to liability and taxation.
Asset protection refers to protecting your nest egg from creditors and predators through taking advantage of legal strategies.
Professional Experience Waddell & Reed (Naperville, IL) 2009 — Present Financial Advisor • Identify and develop leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients and maintaining high - quality customer service • Establish investment policy statements for individuals utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Employ tools in tax planning, investments, retirement strategies, education savings, asset protection, and heath care needs to address client concerns • Provide comprehensive estate planning services, including the drafting of wills and other legal documents
As it relates to asset protection strategies, think of the work you do with a legal adviser who, upon considering factors such as net worth, estate planning issues and taxation will offer advice regarding entity and ownership issues.
Real Estate Advantages is for first - time as well as seasonedreal estate investors.It reveals the tax and legal loopholes availableand most important, how they can be used together to not only maximize yourincome — but accelerate your income from real estate investing.SharonLechter and Rich Dad's Advisor Garrett Sutton team up for the first time todeliver practical, proven strategies and formulas — from the perspective ofsuccessful investors, CPAs and asset protection attorneys — for acheivingthe greatest leverage from real estate investing.Written ineasy - to - understand language, this book de-mystifies the legal and taxaspects of investing with easy - to - follow, real life examples.