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Latest Articles
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by Rocco Beatrice - 2007-03-11
The purpose of a trust is to create an "artificial legal person" to protect, hold, and manage your private wealth for the benefit of your heirs. - As in any contract, someone must initiate the contra...
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by Rocco Beatrice - 2007-03-05
This is a letter in response to a reader regarding offshore limited liability companies (aka Foreign Limited Liability Company or FLLC) in asset protection planning and specifically addresses issues s...
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by Rocco Beatrice - 2007-03-05
ASSET PROTECTION DEFINEDAsset protection is the concept of protecting and preserving one's assets from frivolous, illogical, ill-motivated, and more often than not, devastating catastrophic claims aga...
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by Rocco Beatrice - 2007-03-05
The U.S. Taxpayer has been intimidated by the government, accountants, and lawyers into equating offshore or foreign business asset protection as fraudulent, unlawful illicit activities and as hiding ...
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by Doug Collins - 2007-03-01
Sadly this could happen to you: The doorbell rings and a courier arrives with a package for you to sign. What could it be? A gift from someone? You sign and open the box to find you have been serv...
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by Larry Stratton - 2007-02-23
Anna Nicole Smith is a prime example of a fact: It's often later than you think. In her case, she probably did not realize that she would not live to the age of 40. She probably did not attach great ...
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by Rocco Beatrice - 2007-02-18
Seventy seven million (77,000,000) middle class aging baby boomers are going to rely on Medicare as their default long-term health care policy. The Cato Institute estimates that $60 trillions of Medic...
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by Rocco Beatrice - 2007-02-18
Subsequent to the death of Anna Nicole Smith, it's been reported that she may not have left a will, giving rise to additional turbulent legal confusion for years to come. Without a will, Anna Nicole p...
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by Christopher Balmford - 2007-02-13
Since the introduction of super choice legislation took effect back in July 1st 2005, this has prompted many people to evaluate whether they should transfer their retirement savings into an SMSF (Self...
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by Rocco Beatrice - 2007-02-09
A Living Trust or Revocable Trust, or a Revocable Living Trust, are the same Trust. The word “revocable” says it all. The “Grantor” the guy with the assets, transfers his asset...
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by Rocco Beatrice - 2007-02-09
Be open and notorious, Sue me! You’ll never get a dime. If you reposition (transfer) your assets through the use of an IRREVOCABLE TRUST, you will no longer own them. If you don’t own asse...
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by Rocco Beatrice - 2007-02-09
For those of you not familiar with the 2005 Tax Reduction Act, some of the provisions address specific transfers by seniors under the new Medicaid nursing home provisions. Under the new provisions, be...
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by Rocco Beatrice - 2007-02-07
The litigation explosion are forcing professionals and small business owners to focus on ways/strategies to protect their savings, investments and other accumulated assets that may become attractive t...
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by Rocco Beatrice - 2007-02-05
What's an asset protection trust? What's a Trust?A "TRUST" is nothing more than a "CONTRACT" between the person who wishes to protect his assets (the Grantor) the person who will manage the assets (th...
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by William Noel - 2007-02-02
An Investors Guide Into Foreclosures At this point, you should be convinced that Foreclosure investing is the best place to inter the Real Estate marketing. Unfortunately, every month thousands of hom...
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by William Noel - 2007-02-02
How To Buy Before It Gets Into Foreclosure If you knew a certain company’s stock was about to take off, and if you had the capital to invest, would you ‘jump in’ or simply wait until...
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by Gabriel Heiser - 2007-01-27
Many times Baby Boomer client has parents who have a fair amount of money, as does the Boomer client. If the parents simply leave their money to the child as an outright gift under the parents' wills ...
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by Gabriel Heiser - 2007-01-27
You've probably gotten a postcard or seen an ad for a seminar on "Living Trusts" and all the benefits they supposedly offer you. Basically, a Living Trust is a trust you create and fund during your li...
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by Gabriel Heiser - 2007-01-26
Many of us have a family member or close relative with a disability. We'd like to leave a portion of our estate to help this family member but are unsure how best to do this. Should we just make an ou...
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by Michael Potter, J.D. - 2007-01-21
How to Provide for the Special Needs Child.Life for the parent of a Special Needs child often involves interaction with medical, therapeutic, pharmaceutical and educational specialists. Most parents l...