Sentences with phrase «of asset protection strategy»

Prenuptial agreements are a type of asset protection strategy.

Not exact matches

Rich Checkan, president of Asset Strategies International, thinks it's the portfolio protection everyone needs.

Nick Clegg: Barclays must disclose its tax avoidance strategy if it is to seek the shelter of the government - backed asset protection scheme

Prior to joining ViaCyte, Dr. Bui was with the law firm of DLA Piper in the Global Life Science Sector, where she focused on IP asset management and protection strategies.

According to Dowd, the division of labour in comic book production «is not really necessary except as an asset protection strategy» (2004:18).

Launched in 1997, the Swan Defined Risk Strategy is designed to seek consistency of returns, downside protection, and sustainability of assets.

The Guys cover a variety of topics, including investing strategies, tax and asset protection planning, market and property due diligence, and even international diversification.

We provide: • Retirement Services, such as plan rollover options, ** traditional and Roth IRAs, and small business plans • Financial Management, including financial planning, asset and debt management, and estate planning • Insurance Solutions, made up of life, long - term care, and disability protection • Investments, including diversified solutions to help manage and grow assets with stocks, bonds, and mutual funds • Retirement Planning, such as income strategies, pensions, and social security

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.

First Asset's strategy will capture at least 75 % of the upside in a sharply rising market, and provide some downside protection in declining markets.

Opening and maintaining an offshore bank account for your Belize IBC, Belize LLC, Belize Foundation, or Offshore Trust is an important component of your asset protection or tax planning strategy.

We can establish land trusts for greater privacy of real estate holdings, asset protection strategies, acquisition due diligence and offer guidance on real estate investment trusts.

Asset protection strategies can be a great way to shield assets from the reach of creditors and limit exposure to third parties.

Regardless of the reason, asset protection strategies offer a way to legally protect or shield assets from misuse, mistreatment, or loss.

Mr. Hafen's practice includes advice regarding sophisticated tax, estate, asset protection, and business planning strategies, including the preparation of documents such as wills, living trusts, durable powers of attorney, healthcare directives, asset protection trusts, irrevocable life insurance trusts, gift programs, grantor retained annuity trusts, education trusts, family limited partnerships and limited liability companies, generation - skipping transfers, charitable giving, charitable remainder trusts, private foundations, property agreements, and prenuptial and postnuptial agreements.

He designs long - term strategies for securing and maintaining maximum protection and value of intellectual property assets.

He counsels both individuals and business entities with respect to asset protection strategies; and he is a member of the Asset Protection Planning Committee of the American Bar Associaasset protection strategies; and he is a member of the Asset Protection Planning Committee of the American Bar Asprotection strategies; and he is a member of the Asset Protection Planning Committee of the American Bar AssociaAsset Protection Planning Committee of the American Bar AsProtection Planning Committee of the American Bar Association.

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.

In addition to being staunch advocates for elder rights, our attorneys provide a wide array of estate planning and asset protection strategies.

This highlights the need for greater protection and, as a result, makes it imperative for organisations across the globe to develop and enforce a comprehensive strategy that helps them secure their biggest assets — their brands,» said Anil Gupta, CMO of CompuMark.

It is worth remembering that tax is only one aspect of a wider asset protection strategy.

Develops life - cycle management strategies for various clients, large and small, to protect assets whose base composition of matter protection may be expiring before products can be commercialized.

It can be hard to convince clients of why they need to invest in the protection of their trademarks as part of their IP strategy, and as lawyers, we need to act as business advocates not only for the protection of our clients» assets but also for the protection of the public.

Discussing the protection side of a financial plan can help you grow your wealth as well as learn about the tools and strategies to protect your assets.

You need to be familiar with the asset protection laws of your state of residence, so you can maximize your legal asset protection strategy.

When crafting asset protection strategies it is important to check with your local state laws because many states have protections in place protecting the cash in a life insurance policy from the reach of creditors.

Asset protection refers to protecting your nest egg from creditors and predators through taking advantage of legal strategies.

It was reported earlier that Kim Dong - yeon, the Minister of Strategy and Finance and Deputy Prime Minister of South Korea had declared that active investigation was carried out by the government for protecting customer assets, implementing stricter Anti-Money Laundering (AML) and Know your Customer (KYC) policies and ensuring consumer protection amongst investors of Bitcoin and local Cryptocurrencies.

Years of experience in directing and executing asset protection strategies in new store openings, remodeling, and transition store, will automatically translate into a demonstrated commitment to company goals.

The primary purpose of the Asset Protection Agent is to ensure a safe secure and profitable store environment for Rite Aid associates and customers while upholding the core values and service attributes consistent with the Rite Aid brand and strategy...

Financial Advisor / Consultant • Identified and developed leads of prospective clients of financial planning and investment services, focusing on generating sales to potential and existing clients as well as maintaining high - quality customer service, growing client base organically • Developed investment policy statements and strategy guidelines for individuals and corporations, utilizing portfolio theory and asset allocation techniques to manage risk and drive efficient return • Performed needs - based assessments to derive appropriate solutions for individual and corporate clients, generating genuine rapport and establishing productive relationships with clients, colleagues, and staff • Promote high - quality client service with extensive research and the quality presentation and communication of complicated market - and investment - related data • Utilized tools in estate planning, tax planning, investments, retirement, and asset protection to create financial plans and develop investment allocation strategies for high net worth clients

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

She walks clients through a strategy and solution that will provide immediate and long - term protection of their assets depending on each client's specific needs.

When you start to factor in things like tuition and college debt you get a sense of where your strategy needs to shift in order to maintain sufficient protection for your assets.

In my opinion, that is an excellent metaphor for the crucial importance of a solid asset protection strategy for your long term real estate investing.

Real estate investors face two major types of liability that a solid asset protection strategy can help combat.

However, one of the biggest mistakes investors make is assuming that «one size fits all», that one asset protection strategy is right for everybody.

There are many moving parts and elements to consider when putting together such a strategy: Location of properties, assets specs, financing, asset protection, tax implication, exit strategies etc..

This type of transaction is authorized by section 1031 of the IRS code and offers investors a reliable strategy for the protection of their real estate assets.

Sharon Lechter and Rich Dad's Advisor Garrett Sutton team up for the first time to deliver practical, proven strategies and formulas — from the perspective of successful investors, CPAs and asset protection attorneys — for achieving the greatest leverage from real estate investing.

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.

Hi guys, I have consulted a couple of asset protection / tax professionals and each have different ways of trying to structure my asset protection / tax strategies, which made everything more confusing.

I read Jay Adkisson's book on Asset Protection that other folks were touting as the bible on the subject & I've got to say it is a better perspective than anything else I've read.One thing he harps on in his book is if a person uses a professional that puts out marketing materials stressing the use of the strategy for asset protection then it may get drug up by the litigator in effort to try & invalidate the instrument so that's another super exotic reason I'd be a little leery to have Tim Berry's firm tagged on my option docs.Regardless I'm convinced paying his consulting fee will be money well spent.Hopefully BP will help me gather a slightly better understanding so I ask more prudent questions when I do pony up for some hour (s) of his time.ThAsset Protection that other folks were touting as the bible on the subject & I've got to say it is a better perspective than anything else I've read.One thing he harps on in his book is if a person uses a professional that puts out marketing materials stressing the use of the strategy for asset protection then it may get drug up by the litigator in effort to try & invalidate the instrument so that's another super exotic reason I'd be a little leery to have Tim Berry's firm tagged on my option docs.Regardless I'm convinced paying his consulting fee will be money well spent.Hopefully BP will help me gather a slightly better understanding so I ask more prudent questions when I do pony up for some hour (s) of his tiProtection that other folks were touting as the bible on the subject & I've got to say it is a better perspective than anything else I've read.One thing he harps on in his book is if a person uses a professional that puts out marketing materials stressing the use of the strategy for asset protection then it may get drug up by the litigator in effort to try & invalidate the instrument so that's another super exotic reason I'd be a little leery to have Tim Berry's firm tagged on my option docs.Regardless I'm convinced paying his consulting fee will be money well spent.Hopefully BP will help me gather a slightly better understanding so I ask more prudent questions when I do pony up for some hour (s) of his time.Thasset protection then it may get drug up by the litigator in effort to try & invalidate the instrument so that's another super exotic reason I'd be a little leery to have Tim Berry's firm tagged on my option docs.Regardless I'm convinced paying his consulting fee will be money well spent.Hopefully BP will help me gather a slightly better understanding so I ask more prudent questions when I do pony up for some hour (s) of his tiprotection then it may get drug up by the litigator in effort to try & invalidate the instrument so that's another super exotic reason I'd be a little leery to have Tim Berry's firm tagged on my option docs.Regardless I'm convinced paying his consulting fee will be money well spent.Hopefully BP will help me gather a slightly better understanding so I ask more prudent questions when I do pony up for some hour (s) of his time.Thanks!

We are really looking for someone well versed on the ins and outs of real estate investing and the strategies for asset protection.

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.