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On Behalf of The Manna Helmy Law Group | Nov 25, 2011 | Asset Protection
A recent Forbes article took a look at the general effectiveness of asset protection trusts in light of a recent Alaska case in which a man who set up and funded an asset protection trust was unable to protect his assets from future creditors in bankruptcy.There are...
On Behalf of The Manna Helmy Law Group | Aug 17, 2011 | Asset Protection
In our previous post, we began looking at several new developments in asset protection case law the first development we noted was a judicial decision from Virginia regarding fraudulent transfers. The case at issue in that decision involved a defendant company that...
On Behalf of The Manna Helmy Law Group | Aug 15, 2011 | Asset Protection
We have previously written about asset protection planning on this blog, noting that it is an important adjunct to estate planning. The basic goal of asset protection planning is to protect the assets you leave to your estate from creditor's claims. Trusts and...
On Behalf of The Manna Helmy Law Group | Jul 25, 2011 | Asset Protection
This is our third post in a series dealing with asset protection planning. Such planning, as we have said, is not identical to estate planning, but is a supportive adjunct with its own unique yet related goals and techniques.On a practical level, it is important to...
On Behalf of The Manna Helmy Law Group | Jul 19, 2011 | Asset Protection
In our previous post, we began discussing the importance of asset protection planning.Asset protection addresses several types of wealth preservation strategies in estate planning, including long-term care costs, liabilities connected to lawsuits, estate and gift...
On Behalf of The Manna Helmy Law Group | Jul 19, 2011 | Asset Protection
One of the primary goals of estate planning is to preserve your wealth so that you are able to pass as much on to your family, friends, or other beneficiaries as possible. Making sure that wealth is secure from liabilities is an important element in passing it on the...
On Behalf of The Manna Helmy Law Group | Mar 4, 2011 | Asset Protection
The basic idea behind asset protection planning is the preservation of your life's savings, to ensure that the wealth you have accumulated will be available to pass on to those to whom you wish to leave it. What individuals may not realize is that many common...
On Behalf of The Manna Helmy Law Group | Dec 22, 2010 | Asset Protection
In our last few posts, we discussed some methods and tools that can be used by individuals that want to pass their wealth on to others while minimizing tax consequences and protecting the value of their assets. In this post, we will conclude that discussion by talking...
On Behalf of The Manna Helmy Law Group | Dec 8, 2010 | Asset Protection, Estate Planning
As we approach the end of the year, it is time to make sure all of your retirement and estate planning tools are up to date and working for you. One item that may have slipped many peoples' minds is taking any required IRA withdrawal. It is important to make sure you...
On Behalf of The Manna Helmy Law Group | Jul 30, 2010 | Asset Protection
When considering the creation of a trust for the purpose of protecting retirement savings (IRAs) and passing them down to children and loved ones, there are several things to consider and a few stumbling blocks that can get in the way. Still, with the help of an...
On Behalf of The Manna Helmy Law Group | Nov 25, 2011 | Asset Protection
A recent Forbes article took a look at the general effectiveness of asset protection trusts in light of a recent Alaska case in which a man who set up and funded an asset protection trust was unable to protect his assets from future creditors in bankruptcy.There are...
On Behalf of The Manna Helmy Law Group | Aug 17, 2011 | Asset Protection
In our previous post, we began looking at several new developments in asset protection case law the first development we noted was a judicial decision from Virginia regarding fraudulent transfers. The case at issue in that decision involved a defendant company that...
On Behalf of The Manna Helmy Law Group | Aug 15, 2011 | Asset Protection
We have previously written about asset protection planning on this blog, noting that it is an important adjunct to estate planning. The basic goal of asset protection planning is to protect the assets you leave to your estate from creditor's claims. Trusts and...
On Behalf of The Manna Helmy Law Group | Jul 25, 2011 | Asset Protection
This is our third post in a series dealing with asset protection planning. Such planning, as we have said, is not identical to estate planning, but is a supportive adjunct with its own unique yet related goals and techniques.On a practical level, it is important to...
On Behalf of The Manna Helmy Law Group | Jul 19, 2011 | Asset Protection
In our previous post, we began discussing the importance of asset protection planning.Asset protection addresses several types of wealth preservation strategies in estate planning, including long-term care costs, liabilities connected to lawsuits, estate and gift...
On Behalf of The Manna Helmy Law Group | Jul 19, 2011 | Asset Protection
One of the primary goals of estate planning is to preserve your wealth so that you are able to pass as much on to your family, friends, or other beneficiaries as possible. Making sure that wealth is secure from liabilities is an important element in passing it on the...
On Behalf of The Manna Helmy Law Group | Mar 4, 2011 | Asset Protection
The basic idea behind asset protection planning is the preservation of your life's savings, to ensure that the wealth you have accumulated will be available to pass on to those to whom you wish to leave it. What individuals may not realize is that many common...
On Behalf of The Manna Helmy Law Group | Dec 22, 2010 | Asset Protection
In our last few posts, we discussed some methods and tools that can be used by individuals that want to pass their wealth on to others while minimizing tax consequences and protecting the value of their assets. In this post, we will conclude that discussion by talking...
On Behalf of The Manna Helmy Law Group | Dec 8, 2010 | Asset Protection, Estate Planning
As we approach the end of the year, it is time to make sure all of your retirement and estate planning tools are up to date and working for you. One item that may have slipped many peoples' minds is taking any required IRA withdrawal. It is important to make sure you...
On Behalf of The Manna Helmy Law Group | Jul 30, 2010 | Asset Protection
When considering the creation of a trust for the purpose of protecting retirement savings (IRAs) and passing them down to children and loved ones, there are several things to consider and a few stumbling blocks that can get in the way. Still, with the help of an...
