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Financial Asset Protection

Providers of asset insurance and offshore services.
Asset Protection Leaders - Lodmell Law Offices
Largest provider of asset protection services in the nation. Our lawyers have over 30 years of combined experience and have served over 3,500 clients.
Why You Need AP | Family Trusts | Common Myths
www.lodmell.com
Schwab Institutional:Serving Independent Investment Advisors
Powerful solutions to help you serve your clients, manage your clients’ assets and grow your investment advisory business. Talk to us.
www.schwabinstitutional.com
Wealth Management Plans
Planning for Tomorrow? Wachovia Can Help Get You Started Today.
www.wachovia.com/wealth
Asset Protection
Legally protect your assets using an offshore trust.
protectyou.com
Asset Protection Lawyers
Nation's leading asset protection law firm. 30+ years of experience.
www.maximumassetprotection.com
Proper Asset Protection
Be Aware, Do It Right For Less With Full Service 1-800-344-1294
corporatenevada.com
Asset Protection Lawsuit Prevention
Free guide reveals simple solutions to protect assets and prevent lawsuits. Includes information and advice on using Nevada and Bahamian corporations.
www.apcg.net
Asset Protection Leaders
Largest provider of legal asset protection services in the nation.
www.lodmell.com
Serious Asset Manager Pro
$250k+ Potential 1st Yr, No Exp Nec $20k Inv, Train Provided, Apply Now
empoweringtrends.com
Asset Protection Law
Protect Your Hard Earned Assets. Call Today For A Free Consultation.
www.AssetProtectionLaw.com
Asset Protection
Total Asset Protection. Become 100% Judgement Proof w/ BulletProofAsset
www.BulletProofAsset.com
Searching Company Names?
Incorporate a C-Corp, S-Corp or LLC Free company name search!
www.enitia.com
Listings
# 1 Offshore Banking & Offshore Company Formation Services
Provider of offshore banking services. Offers offshore company formation services for investing and asset protection in several offshore jurisdictions.
Offshore Banking | Offshore Company | Company Formation | Offshore IBC FAQs
www.smartoffshore.co.uk(Paid)
1st American Legal Corporation
Critical analysis of current techniques in asset protection, offshore planning, offshore banking, and tax planning; publishes newsletters; hosts seminars.
www.falc.com
American Guaranty & Trust Company
Chartered in Delaware, offers complete personal trust and custody services; expertise in administration of both charitable remainder trusts and successor trusteeships under revocable living trusts.
www.amgtrust.com
Asset Protection Corporation
Resource for current, up to the minute information on Asset Protection: articles, consulting services and bulletin board.
www.assetprotectioncorp.com
Asset Protection Institute
Comprised of MBA’s, Certified Financial Planners, Accountants and Attorney’s; asset protection programs for partnerships, corporations, and individuals.
www.assetprotection.com
Asset Protection Lawsuit Prevention
Free guide reveals simple solutions to protect assets and prevent lawsuits. Includes information and advice on using Nevada and Bahamian corporations.
www.apcg.net (Paid)
Asset Protection Leaders - Lodmell Law Offices
Largest provider of asset protection services in the nation. Our lawyers have over 30 years of combined experience and have served over 3,500 clients.
Why You Need AP | Family Trusts | Common Myths
www.lodmell.com (Paid)
Barfield Group
Company located in South Haven, Michigan, which provides business owners financial consulting and implementation from a business owner's point of view.
www.thebarfieldgroup.com
Benefit Partners
Canadian firm providing consulting services in employee benefits, pension, human resources management, corporate and personal financial risk and personal investment management.
www.benefitpartners.com
Citco Group of Companies
Financial services group comprised of international banks, trust and fund companies, which offer corporate, fiduciary, financial, fund administration and fund advisory services through its offices around the world.
www.citco.com
Corporate Premier
Provider of incorporation and administration of offshore companies in all major tax havens. Offers offshore merchant accounts.
www.societes-offshore.com
Delaware Management Services
Services Delaware Holding Companies because Delaware law allows the possibility of significant state tax savings for these corporations.
www.delmgt.com
EscapeArtist.com
Website about unique lifestyles and offshore investments in Latin America. Includes a complete list of banks in this region of the world.
www.escapeartist.com
Estate Preservation Alliance
Dallas, Texas based estate planning, advisory and resource firm serving individuals and planning professionals with third party educational materials.
www.tepa.com
Fielder Financial Management, Ltd.
Tax-protected investments and estate planning strategies for high income, high net worth investors.
www.fielderfinancial.com
First Trust Corporation
Specializing in the trusteeship and administration of self-directed retirement plans; headquartered in Denver, Colorado.
www.firsttrust.com
Heritage Living Trust
National estate planning firm specializing in advanced estate protection using the living trust, complex trust, and common law pure trust contract.
www.heritagelivingtrust.com
MS Financial
Provider of offshore funds and services for individual investors.
www.msfinan.com
National Asset Protection Institute
Resource for tax-free Nevada corporations, family limited partnerships and Wyoming limited liability companies; information on offshore tax havens and offshore money strategies.
www.nationalapi.com
OffshoreLibrary.com
Resource for information on investors seeking offshore havens.
www.cyberhaven.com
Premier Administration, LLC
Charitable trust administration and compliance company providing tax advice and trust administration through its Orem, Utah location.
www.premieradministration.com
Privacy 4 You
World privacy consulting firm providing services such as identity change, passports, anonymous banking, asset protection, investments and attorney services.
www.privacy4you.com
Protect Your Stuff
Providing affordable on- and off-shore tax advantaged asset protection, estate planning, tax liability reduction, and privacy consultation.
www.protectyourstuff.com
Rainier Group, Inc.
Located in Seattle, Washington and Portland, Oregon, this financial advisory firm provides business transition planning, analytical services and investment advisory services to clients in Washington, Oregon, Idaho, Montana and California.
www.rainiergroup.com
Revocable Living Trust
National estate planning company that provides a prepaid legal service in establishing Living Trusts. Affiliated with Legacy Prepaid Legal Service, a highly specialized prepaid legal program whose exclusive focus is estate planning. Located in ...
www.radichdesign.com
Schwab Institutional:Serving Independent Investment Advisors
Powerful solutions to help you serve your clients, manage your clients’ assets and grow your investment advisory business. Talk to us.
www.schwabinstitutional.com (Paid)
Trust Portfolios
Founded by Robert VanKampen who introduced the insured municipal trust; offers a variety of trusts nationwide.
www.ftportfolios.com
Wealth Management Plans
Planning for Tomorrow? Wachovia Can Help Get You Started Today.
www.wachovia.com/wealth (Paid)
  • Ambac Financial Group
  • MBIA Inc.
  • Perpetual Trustees Australia Limited
  • Trust
Asset Protection
Legally protect your assets using an offshore trust.
protectyou.com
Asset Protection Lawyers
Nation's leading asset protection law firm. 30+ years of experience.
www.maximumassetprotection.com
Proper Asset Protection
Be Aware, Do It Right For Less With Full Service 1-800-344-1294
corporatenevada.com

Guide to Financial Asset Protection

How asset protection services can help keep your hard-earned money safe


Protecting your assets may be the most important thing you ever do, not only for yourself, but also for your family and your business. And it's not just a strategy for the extremely wealthy, or for high-profile businesses; in fact, the earlier you implement an asset protection plan, the better, before something happens to threaten what you've worked so hard to build. Asset protection strategies are an important part of a company's basic operating and investment plan, to ensure that the company's assets are passed down to the heirs or successors, not taken by the government in the form of inheritance taxes, or lost in a lawsuit. Asset protection consultants such as an asset protection group or asset protection attorney can help you structure an asset protection strategy that's most relevant to your financial, business and family situation.

Creating an asset protection plan help you:

1. Securely transfer assets to your heirs or your company's successors, without lengthy court proceedings such as probate.

2. Protect your assets from lawsuits through asset protection services.

3. Minimize the tax costs associated with transferring assets to your heirs.

4. Use protected assets to create revenue for your business, through investments.


Action Steps

The best contacts and resources to help you get it done

Make a prenuptial agreement part of your company's financial asset protection plan Couples may hesitate to broach the subject of a prenuptial agreement, feeling that it suggests their relationship isn't that strong. However, a prenup involves more than deciding who gets what in a divorce; it can also work in conjunction with your will, to ensure that your spouse receives what you want them to. In fact, a prenup has some advantages over a will, in that a spouse can change his or her will at any time, without the other spouse's knowledge, but a prenup is agreed to by both partners. A prenup is a valuable resource for any business owner, so they can ensure they won't lose their company in a divorce settlement.

I recommend:  Find a qualified attorney to help you write your prenuptial agreement through the American Academy of Matrimonial Lawyers.

Protect your assets with an offshore trust An offshore trust is one of the most popular ways to protect your assets because it keeps money safe from creditors and also keeps it safe in the case of a lawsuit or divorce. With an irrevocable trust, you can put homes, stock or cash in the trust, naming yourself the beneficiary. Some jurisdictions don't recognize foreign judgments, so if you are sued, they cannot access those assets. This strategy is especially effective for small business owners, or those who may work independently, such as doctors and lawyers -- who also run the risk of being sued for malpractice.

I recommend:  The Offshore Company can help you with offshore banking, trusts and investing.

Help yourself, and others, with a charitable organization Creating a charitable organization is a good way of protecting financial assets, and can also save your company money in taxes. You can place your company's assets in a charitable remainder trust, which can then sell the stock, without paying capital gains tax, and reinvest the money. Your company can then receive income from the trust for a specified period of time -- which you set -- and when the trust ends, the remaining money goes to a charity you designate. And, you get a tax deduction for that contribution.

I recommend:  Request a free charitable remainder trust planning guide through The Charitable Remainder Trust.com, a company that provides trust planning services in all 50 states.

Tips & Tactics

Helpful advice for making the most of this Guide
  • If you decide to put together a financial asset protection plan, do it early, before there's a chance you might lose your money. If you establish an offshore trust or transfer property after a lawsuit is filed, you could potentially face fraud charges and still lose your assets.
  • Before you decide on a method of asset protection, be sure to consult with professionals, such as asset protection consultants, an asset protection group, or an attorney who specializes in estate planning and offers asset protection services.

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How-To Guide from WORK.COM

By Lea Terry
How asset protection services can help keep your hard-earned money safe.
Protecting your assets may be the most important thing you ever do, not only for yourself, but also for your family and your business. And it's not just a strategy for the extremely wealthy, or for high-profile businesses; in fact, the earlier ... Read more
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