Self Directed Pension Plan vs. Self Directed IRA
Tuesday, September 03
I will be discussing the importance of asset protection for real estate investments at various workshops this fall. Each of the convention hosts asked if my presentation would conflict with the information being presented by the self directed IRA speakers. The short answer is no. In my 90 mi...
Real Estate Joint Venture Trust
Wednesday, May 08
I’ve got the knowledge, you’ve got the cash, let’s make lots of money … er but wait! How do we structure this deal so everyone’s expectations are met and our new business venture does not end up in the hands of attorneys looking to profit from our misery? Simple. Slow down and explore your opt...
Personal Property Trust Webinar Replay
Wednesday, May 08
Here is link to a recording of a recent webinar I gave on using personal property trusts to keep your personal and business affairs private. On this webinar I discussed how to hide the ownership of vehicles, bank accounts, business interests, and real estate.Watch Webinar HERE
Real Estate Investors Can Benefit From Using Trusts
Tuesday, April 09
When it comes to structuring investments or business activities, attorneys typically think in terms of Limited Liability Companies or Corporations. Most never consider the benefits of using trusts to enhance protection, provide anonymity, or to craft a joint venture. The reasoning for ignorin...
Asset Protection - You Get What You Pay For!
Monday, February 25
Last weekend I spoke at an event where people, tired of tenants and toilets, were turning to hard money lending for a source of income related to real estate investing. Without a doubt, I can tell you the banking training was incredible and some of the strategies I taught to put these deals toge...
DIY Asset Protection Failure
Friday, February 01
Do-it-yourself asset protection planning has grown in popularity with sites such as legalzoom, and rocketlawyer, et.al. These sites tout cost effective personalized planning but bury disclaimers such as (We are not a law firm or a substitute for an attorney or law firm. We cannot provide any kin...