APTs are Not a Substitute for Insurance

Today, I’m going to take on a question that I’m asked alot from doctors. Mostly from people who are sick and tired of paying outrageous insurance premiums to protect themselves from the inevitable lawsuits we have in the United States. Well, the question is Rob, if you do great asset protection for me, can I […]

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Banking and Single Member Offshore LLC’s

Today, I’m going to be talking briefly about offshore single member LLCs. What are they used for? How do you form them? What does an agreement look like? I’m going to keep it simple and straightforward right now. What are single member LLC’s? Offshore single member LLCs are normally disregarded entities. You need to be […]

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Overview of Typical Family Limited Partnership

What is a Family Limited Partnership (FLP)? Today, I’m going to take on family limited partnerships. I’m going to give you an introduction in five minutes or less. You won’t learn anything too important but you should watch this first and I wanted to let you know that the methodology is I’m going to give […]

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8 Biggest 401k mistakes and how to avoid them

401k Mistakes – Video Transcript We’re going to talk to you today about the 401(k) and the eight biggest mistakes that you’ll bump into with respect to that 401(k). We want to identify those for you because when the mistakes are made, oftentimes they are irrevocably done so and it can’t be fixed and other […]

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8 Biggest 401k Mistakes Part II

Video Transcript You’re watching is Module II of the eight biggest 401(k) mistakes. Similar to Module I, how we’re going to do this is with a PowerPoint presentation and my voiceover on that presentation. So, we’re going to get started here with mistakes number five. Thanks for coming and I look forward to sharing this […]

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