by Arthur Geffen | Jan 28, 2015 | Asset Protection
It might be said that the purpose of asset protection planning is to take some chips off the table when times are good, and make the rest of the chips difficult for creditors to get at when times are bad. The first part is often easy so long as there are not...
by Arthur Geffen | Oct 16, 2013 | Asset Protection, Trusts
Marlborough – If you’ve never considered creating a trust because you think trusts are only for multi-millionaires, think again. Trusts can preserve assets, control where assets go, ease your heirs’ access to funds, and protect privacy, said Robert Ryan, an...
by Arthur Geffen | May 31, 2013 | Asset Protection, Divorce
Several states have adopted asset protection trust statutes that allow a grantor to establish a trust that is protected from the grantor’s creditors, even though the grantor is a discretionary beneficiary. These states include Nevada, Alaska, and Delaware. We...
by Arthur Geffen | Aug 12, 2010 | Asset Protection, Estate Planning Solutions
In the three years since her death, the world has learned the implications of the fact that Smith was not aware of the plans for her deceased husband’s estate. Smith’s financial situation, both before and after her death, is a cautionary tale for...
by Arthur Geffen | Jul 30, 2010 | Asset Protection, Estate Planning Solutions, Probate
Can a FLP really do this? A Clever Estate Planning Tool That Keeps You In Control | Investing Answers
by Arthur Geffen | Jul 29, 2010 | Asset Protection, Elder Law, Medicaid
Be sure and deal with someone who knows what they are doing!! Medicaid madness:”Look-back” period creates financial hardship for many Americans
