Helping Families Preserve Their Wealth
Dennis D. Duffy · ·
If your beneficiary has a substance abuse problem, an inheritance may make the addiction worse or even kill them. At the least, the inheritance is likely to be squandered. If your beneficiary has an …
[Read more...] about What to do When a Beneficiary has a Substance Abuse Problem
Dennis D. Duffy · ·
LLC stands for Limited Liability Company and in many situations, its a great way to own your rental real estate. Why? To insulate liability. LLC Asset Protection Example Rhonda and Mike own three …
[Read more...] about Do You Own Your Rental Real Estate in an LLC?
Dennis D. Duffy · ·
If you have a child who is addicted to alcohol, gambling, or drugs, you may think that you have to disinherit him. You, likely, want to prevent the inheritance from being lost or wasted or being used …
[Read more...] about How to Protect an Addicted Child with a Trust
Dennis D. Duffy · ·
Commonly business entities are used in estate, asset protection, and business planning. For example, an S corporation may be used for a larger business; a family limited partnership may be used to …
[Read more...] about Warning! Follow your Business Entity Formalities
Dennis D. Duffy · ·
Life insurance is often a significant part of a comprehensive estate plan. In addition to funding an estate plan, if owned by an irrevocable trust (not an individual), the life insurance has asset …
[Read more...] about Life Insurance Trusts Have Asset Protection
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