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Archive for October, 2010

October 25th, 2010

Asset Protection Trust: What is it? How Do You Set One Up?

(Estate Planners) - "Asset protection trust" is a rather broad term that covers a wide array of legal solutions. This kind of trust is generally put in place in order to ensure that financial assets and funds are to be held in a discretionary fashion. There can be a number of different reasons why these trusts are set up, such as to avoid excessive taxation, provide protection for certain assets in the case of a bankruptcy, or to mitigate

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October 18th, 2010

What is Asset Protection?

(Estate Planners) - Asset protection is a term that is often referred to by estate and financial planners. The term can be used to explain a number of different concepts, but in most cases it refers to legal techniques that can be used to provide protection for an individual or company's assets. There are laws in place which have been designed to protect assets, such as investments, bank accounts and real

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October 11th, 2010

Who Are Estate Planners and What Do They Do?

(Estate Planners) - The term "estate planner" is actually a rather broad term. In many cases, estate planners are attorneys. However, in other cases, there are financial advisors, insurance planners, and even CPAs who refer to themselves as estate planners. The type of estate planner needed is primarily determined by what you are trying to accomplish, as well as your specific situation and needs. If you are thinking about estate planning and don't

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