Learn how to protect your money, home, businesses, retirement and income.

This newsletter was created over 10 years ago as a free service to our clients. Its purpose is to keep clients informed as laws change. In particular, our newsletter offers tax saving strategies in anticipation of the Tax Cut and Jobs Act of 2017 (the “New Tax Act”) so one can plan accordingly. If you think that this kind of information is helpful to you — subscribe now!

We will address asset protection topics including strategic default, exemption planning and bankruptcy. Newsletter articles include real estate investment strategies including the benefits of a single member LLC. If you are interested in real estate as an investment, there are articles that address the tax consequences of the New Tax Act on these investments. Other news articles include topics on the goals of estate planning which is one of the most important asset protection strategies.

What can you expect in future articles? Learn about the “Gray Wave” — this is a current phenomenon where we are seeing the parents of “baby boomers” pass away. They are passing away without wills and their homes are either free and clear or the mortgages are being foreclosed. The children are learning the hard way of the importance of estate planning. We are helping these families through the process of securing these estate assets and getting these assets to the children in the most cost-effective and efficient way.