Asset Protection and Estate Planning 2.0
Asset protection is the concept of and strategies for guarding one's wealth. Asset protection is a component of financial planning intended to protect one's assets from creditor claims.

  • Jason Hartman

    Your Guide and Host

  • Asset protection refers to strategies used to guard one's wealth from taxation, seizure, or other losses.

  • Asset protection helps insulate assets in a legal manner without engaging in the illegal practices of concealment (hiding of the assets), contempt, fraudulent transfer (as defined in the 1984 Uniform Fraudulent Transfer Act), tax evasion, or bankruptcy fraud.

  • Jointly-held property under the coverage of tenants by entirety can work as a form of asset protection.

    ​​​​​​​* Asset Protection Handout Given At The End 

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