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Asset Protection Plans

Asset Protection Plans Involve Calculated Strategic Steps

Asset protection is the living side of estate planning.

Certainly the hardest part of protecting your assets is the education and discussions that you and your loved ones will need to have with your host of advisors. While is certainly is a much easier topic than its counterpart estate planning, they both go hand in hand.

Step One: Education

Pre-planning involves your consideration of the current business affairs, personal wealth, tax efficiency and succession planning. This pre-planning part is, in essence, a schematic of your financial life. Generally clients go through an education process as the process begins. We reccomend the products on this site and have coordinated exceptional authors and experts for literature, seminars and videos on this site.

Step Two: Planner Selection

From the beginning, you need experts to give you advice. Advice is only as good as the person giving it. An expert should do an analysis of the state of your affairs, but first you must select the expert. SA is here to help you in this selection. We help High Net Worth clients and we help the middle class protect their homes. But first, you must pick a planner.

Step Three: Analysis

You must start with an estate analysis. It is important to know where your estate is exposed and where it is causing taxation problems now and the future problems. A "tax trap" can often be avoided if planning is properly implemented. The analysis must be comprehensive.

Step Four: Developing and Crafting the Plan

There a legal tools and techniques pertaining to protection and taxation. They must be allowed to work together in an Estate Plan, if that plan is constructed to build wealth. Most of the time, your local attorney is consulted and almost always an accountant is involved. Your plan may use trusts, domestic or offshore, Family Limited Partnerships, insurance strategies and home protection and equity acceleration programs. The most important point is that the plan is your play, what you can afford, what you want and the planner helps you to vision.

Step Five: Maintenance

Laws change and as well so does the IRS Tax Code. There may be added benefits for your plan and there may be changes in legislation that have a degative affect on your estate. Your Estate Plan must be examined periodically and reviewed for changing situations, for things like pension law legislation, capital gains law changes or areas of portfolio vulnerability. No plan should be stagnant.

An Estate Plan is a very complicated process, but it can save families more then thousands of dollars and protect homes and growing businesses. This is why SA regards your plan as if it were our personal plan. We have never had an unsatisfied client and we are please to guarantee our excellence.

Recommended Products

Certified Wealth Preservation Planner Course, CWPP $1300
A Certification that Gives High Net Worth Clients the Confidence to Deal with You!

Trusts 2503(b) Family Care Trust - QPRT - 529 Educational Plans $1250
A Family Care Trust functions as a sub trust to a revocable living trust (RLT)

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One attitude that cannot be tolerated in medicine is a lack of care or apathy. We feel physicians should exercise the same standard of care toward their accumulation of assets, property and wealth.

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Physicians and their Advisors Will Gain a Practical Guide in the Following Subject Areas

►Asset Protection

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Learn how to protect your personal and business assets from disgruntled patients, creditors and divorce through the use of domestic and offshore planning tools.

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Financial Planning - Learn how to protect the principal of your investments while still giving yourself the opportunity for upside growth if the stock market performs well.

Office Management - Learn several practical and easy to implement solutions that will help you run a more efficient and financially sound medical practice.

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