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.
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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.