Tag: Asset Protection Planning
Apr 6, 2015
For Asset Protection, Paperwork MattersWatch this video on YouTube A basic strategy for asset protection is to hold various assets in different entities. Putting real estate, small businesses, and other assets into trusts, corporations, or limited liability companies...
Feb 16, 2015
First Asset Protection Strategy: Overcome Your Own BeliefsWatch this video on YouTube Besides helping you build wealth, your financial planner should also offer ways to help you protect it. Yet one aspect of comprehensive financial planning that doesn’t always...
May 25, 2011
We’re pleased to feature a guest post from Tom Simmons, a partner with the Rapid City law firm of Gunderson, Palmer, Nelson & Ashmore, LLP. A Medicaid Irrevocable Income Only Trust (MIIOT; pronounced “my-ott”) is an irrevocable trust with both advantages for long...
