Debunking 14 Common Myths About Asset Protection
Tuesday, March 11
Asset protection is a critical part of financial planning, yet misconceptions prevent many investors and business owners from taking action. Some believe it’s only for the ultra-wealthy, while others assume it’s illegal or unnecessary. These myths leave assets vulnerable to lawsuits, creditors, a...
Understanding Fraudulent Conveyance in Asset Protection
Tuesday, March 11
Fraudulent conveyance is one of the most misunderstood concepts in asset protection. Many investors, business owners, and professionals worry that transferring assets into a trust or asset protection structure will be viewed as fraudulent if they face lawsuits. The truth? Fraudulent conveyance is...
Why Tenancy by the Entirety Is NOT an Asset Protection Strategy
Tuesday, March 11
The Hidden Risks of Tenancy by the Entirety Many real estate investors and homeowners assume that Tenancy by the Entirety (TBE) provides strong asset protection. While this form of ownership, available in select states, offers some protection from individual creditors, it has serious limitations...
Myth: Transferring All My Assets to My Spouse or Kids
Tuesday, March 11
Many investors and business owners believe that simply transferring their assets to a spouse or children will shield them from lawsuits and creditors. “If it’s not in my name, they can’t take it, right?” Unfortunately, this strategy is fundamentally flawed and can create even bigger financial and...
Why “Creating the Peril” Is a Misunderstood Concept
Tuesday, March 11
Debunking the Myth and Understanding the Role of the Bridge Trust® Many real estate investors and business owners worry that moving assets into a trust—especially one with offshore capabilities—will be seen as “creating the peril.” The concern is that courts might view this as an attempt to defr...
Surviving a Financial Crisis: The Two Most Critical Steps
Tuesday, March 11
How to Navigate Economic Uncertainty & Secure Your Assets Financial crises hit without warning—whether it’s a recession, a stock market crash, inflation, war, or government overreach. For real estate investors, business owners, and high-net-worth individuals, these downturns expose financial...