Wealthy individuals or couples who have reached maturity do not need to worry about raising their children or paying bills. Money gives them the financial freedom, economic stability and peace of mind to do what they want. As estate (death…
Author Archives: Ken
05
Dec
Dec
You both own everything.
You and your spouse are now the joint owners of all of the marital assets with a few exceptions and a few state specific variables. This means that if one spouse’s income has a lot more than the other,…
Asset Protection, Financial Planning
Asset Protection in Pennsylvania: Is a Single Member LLC Enough?
05
Oct
Oct
Many Pennsylvanians look to the almighty LLC to protect their business from personal debts and their personal assets from business debts, but they may be in for a surprise. Others, may not even be looking towards…
How the Limited Liability Company (LLC) avoids double taxation, provides asset protection and financial and tax benefits. Creditors and contingent-fee lawyers, when structured correctly, are deterred to launch frivolous lawsuits.
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06
Apr
Apr
Now that you know the basics of a Self-Directed IRA, let’s dive into some of the leading trends in Self-Directed Investing. With all of the stock market uncertainty, investing in notes has become increasingly attractive using t…
06
Apr
Apr
Self-Directed Investing 101
The Self-Directed IRA industry is growing at a staggering pace and is expected to see over $2 trillion enter the market over the next few years. With over 45 million retirement account holders and l…
08
Mar
Mar
With the Favorable IRS Determination Letter to Prove it
For those that have ever thought that they pay too much income taxes, this might be the most important post they ever read.
Mike was a doctor in Texas. He ma…
If you are like most of us, you want to invest over the long haul, buying the best mutual funds to invest in and not have to worry about it. Most people automatically make an assumption that growth stock mutual funds will provide the best…
The Ultra Trust® irrevocable trust asset protection plan is the best way to protect your assets without going offshore and without risking trouble with the IRS and government.
Author: Rocco Beatrice
Over the l…
Asset Protection: Part 3 of 4, by Rocco Beatrice, Sr.
Our Ultra Trust®
Our Ultra Trust® is an intellectual property right registered with the U. S. Patent Office, financially engineered to remove…