Jeffrey N. Zisselman writes about Estate Planning and Retirement

Estate Planning and Retirement

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Asset Protection Planning

by Jeffrey N. Zisselman

Asset Protection Planning is Not Merely Prudent...

It is NECESSARY.


 
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Asset Protection Planning Secures Your Legacy

Primary Planning Objectives for the High Net Worth Client

a) Asset Protection
1) Catastrophic Loss Minimization
2) Premarital
3) Post-Marital

b) Tax Reduction
1) Income Tax
2) Estate Tax
3) Other Taxes

Personal Asset Protection Optimization

Personal Asset Protection Optimization has four principal components:

1) Risk Management Practices
2) Insurance Coverage
3) Exempt Asset Planning
4) Transferring Non-Exempt Assets to Asset Protection Vehicles

Identify Exempt Assets in Your State/Country and Maximize Those Assets:

  • Homestead Exemption
  • Tenancy by the Entirely
  • Qualified/Retirement Plans
  • Life Insurance
  • Annuities
  • Business Entities – Family LP/LLC
  • Asset Protection Trusts – Third Party, Self-Settled, Domestic, Offshore
  • Other People – but subject to suits and claims of their creditors

    • Click here for Compliance Requirements

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