FREE!
|
| |
Wealth Strategies Counsel has offered materials, documents, power points, etc. to Attorneys, Advisors, Clients, Potential Clients etc. all in the spirit of giving back.
This list is not complete and more items will be added over time. If you are in need of something not listed, then please request it in the form at the top of the page. |
|
|
WHAT EVERY BUSINESS OWNER, PROFESSIONAL AND REAL ESTATE INVESTOR NEEDS TO KNOW ABOUT ASSET PROTECTION PAMPHLET
Potential liability is obviously a major concern to business owners, professionals and real estate investors. This pamphlet briefly reviews the history of asset protection, why liability exposure is increasing, the three “P”s of Preserve, Protect and Process. An introduction to the “Wealth Strategies Counsel Ladder of success” is given.
|
WHAT EVERY DOCTOR AND DENTIST NEEDS TO KNOW ABOUT ASSET PROTECTION PAMPHLET:
Potential liability is obviously a major concern to Doctors, Dentists, and other Professionals. This pamphlet briefly reviews the history of asset protection, why liability exposure is increasing, the three “P”s of Preserve, Protect and Process. An introduction to the “Wealth Strategies Counsel Ladder of success” is given.
|
|
PRESERVING, PROTECTING & TRANSFERRING
YOUR LEGACY ARTICLE:
This article goes into greater detail regarding the history of asset protection, why liability exposure is increasing as well as describing the seven steps on the “Wealth Strategies Counsel Ladder of succes”. Additionally exhibits, graphs and a checklist are provided. Those who fully review this article will find an additional perk within it’s content
|
|
ASSET PROTECTION PLANNING:
WHY GO OFFSHORE ARTICLE:
Asset protection planing is introduced in this thorough article along with an explaination of its “Primary Goal”. The use of trusts as an effective foundation and Domestic Asset Protection Trust give additional background leading to the meat of the article that being Foreign Asset Protection Trusts (FAPT). The Major advantages and purpose of the FAPT are discussed along with a description of how they protect your assets
|
|
