Services

We offer clients a wide array of asset protection services, including:

Ayla & Mattie

Family Limited Liability Company - The basic building block of any asset protection strategy

 

 

Asset Protection Overview

Offshore Asset Protection Trusts - Give yourself the ability to go offshore for maximum protection (a/k/a Portable Asset Protection Trust, Bridge Trust, Springable Trust, etc.)

 

 

Sammy

Section 541 Special Power of Appointment Trusts – For domestic asset protection (not a DAPT)

 

 

Estate PlanningEstate Planning – Virtually everyone needs a Healthcare Power of Attorney, a Revocable Living Trust, and a Last Will. If you don’t have these things, your estate may be required to go through probate, and that is simply a waste of time and money for your loved ones.

 

 

Checkbook IRA

Checkbook IRA – Open up the investment possibilities with a Checkbook IRA. You can even invest offshore through this vehicle.

 

 

 

Screen shot 2014-03-24 at 2.08.40 PM

Asset Protection for Doctors