House Hacking and Asset Protection: Tax and Legal Trade-Offs
Thursday, March 20
House hacking is one of the most popular real estate investing strategies for new investors looking to reduce their housing costs while building equity. Platforms like BiggerPockets, YouTube, and Reddit are filled with stories of people buying duplexes, triplexes, and fourplexes, living in one un...
How Asset Protection Applies to BRRRR, Fix-and-Flip, and Syndications
Tuesday, March 11
Real estate investors using strategies like BRRRR (Buy, Rehab, Rent, Refinance, Repeat), fix-and-flip, and syndications focus heavily on growth, leverage, and maximizing returns—but often overlook asset protection. The problem? These strategies involve high financial exposure, frequent transacti...
The Limitations of Florida Asset Protection Trusts & The Best Strategy
Tuesday, March 11
Florida is often seen as an asset protection-friendly state, thanks to its strong homestead exemption and favorable laws for certain assets. However, when it comes to asset protection trusts, Florida investors, business owners, and high-net-worth individuals may be surprised to learn that Florida...
Texas Asset Protection Strategies: Why Traditional Trusts Don’t Work
Tuesday, March 11
Many Texas investors, business owners, and high-net-worth professionals wrongly assume that Texas trusts provide strong asset protection. While Texas has favorable homestead exemptions, its laws do not allow self-settled spendthrift trusts, making it one of the weaker states for asset protection ...
How to Protect Your Real Estate and Wealth in New York
Tuesday, March 11
New York is one of the most lawsuit-friendly states in the country, making asset protection a must-have strategy for real estate investors, business owners, and high-net-worth professionals. Tenant lawsuits, creditor claims, foreclosure deficiencies, and regulatory penalties can threaten your wea...
How to Protect Assets from Lawsuits in California: The Best Strategy
Tuesday, March 11
California is one of the most challenging states for asset protection due to high litigation rates, creditor-friendly laws, and the lack of self-settled trust protections. Many investors and business owners mistakenly rely on out-of-state asset protection trusts, only to find that California cour...