I love to question sacred cows. These are statements that “everyone” knows is true. One of those sacred cows is that you should manage your work/life balance….and if you don’t, then you just don’t...Read more
DISCLOSURE: Securities and Investment Advisory Services offered through NFP Advisor Services, LLC, member FINRA/SIPC. Stage 2 Planning Partners and NFP Advisor Services, LLC are not affiliated.
This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of NFP Advisor Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the NFP Advisor Services, LLC Compliance Department at 512-697-6000.
NFP Advisor Services, LLC does not provide tax or legal advice. Any decisions whether to implement these ideas should be made by the client in consultation with professional financial, tax, and legal counsel.
Asset protection plans should be developed and implemented well before problems arise. Due to the fraudulent transfer laws, asset transfers that occur close in proximity to the filing of a lawsuit or bankruptcy can be interpreted by the court as a fraudulent transfer. Proper structuring of these assets is imperative please seek proper legal and tax advice prior to engaging in re-titling/structuring of any assets. Please note that laws are subject to change and can have an impact on your asset protection strategy.