WHITEPAPER COLLECTION

8 Strategies Available for Asset Protection in Florida
Asset protection law is designed to help secure those assets, even in worst-case scenarios. This work is not about hiding assets from the IRS or defrauding creditors. It’s about using legal strategies to maximize asset protection if legal action is brought against you.
Establishing Florida Domicile
Establishing domicile in Florida can be financially advantageous. Overall its residents have a low tax burden. Homestead exemptions also can reduce property taxes. The state also has unique estate planning options that benefit heirs and owners
Cryptocurrency Demystified
Do you keep hearing talk about bitcoin and cryptocurrency and want to learn more? We share the ins and outs of cryptocurrency in this brief article.
7 Wealth Management Tips Once Your Portfolio Clears
$1 Million
Do you keep hearing talk about bitcoin and cryptocurrency and want to learn more? We share the ins and outs of cryptocurrency in this brief article.
9 Strategies to Safeguarding Your Wealth
You have likely spent years building your wealth and putting your efforts into every dollar you have earned. While building your wealth may be half of the battle, the next important step is taking measures to protect that wealth so it can sustain your future.
A Financial Planning Guide for the Recently Widowed
Here is a short guide to help navigate the financial process, understand how investments work, and eventually find someone you can trust to help you keep your financial house in order.
Six Risks That Impact Retirement Income
The average life expectancy in American is 77.8 years, which means that most Americans will live at least a decade beyond retirement. Accumulating a retirement nest egg is an important part of planning for longer retirement.