Solidifying Your Client's Asset Protection Strategy: Multiple Entities in Multiple Jurisdictions

Kahler, Richard; Colman, Richard K.
April 2006
Journal of Financial Planning;Apr2006, Vol. 19 Issue 4, p62
Academic Journal
The article discusses how financial planners can solidify their clients' asset protection strategy by having multiple entries in multiple jurisdictions. While insurance can provide relatively good asset protection, more and more consumers and financial professionals are using things like qualified pension plans, homestead protection statutes, and multiple entities in multiple jurisdictions to protect their clients' assets. It is stressed that asset protection is a shield against unscrupulous lawsuits and not a way to hide from legitimate obligations.


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