Equity Strip Exposed

Equity Strip

How To Strip Out Equity The so-called “equity strip” is sometimes promoted as an asset protect device.  It is most often used with real estate.  However, it can be used with nearly any asset.  While an equity strip can have significant asset protection benefits, it also has much less aggressive uses for simple retirement cash…

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Jurisdictional Diversification

Jurisdictional Diversification

Jurisdictional Diversification Jurisdictional Diversification is a reality for most people whether they know it or not.  If you have family members or property or business interests in more than one place, you are dealing with more than one jurisdiction.  Most of the time, such jurisdictional diversification happens by accident.  We just go where we go…

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Expat Estate Planning

Expat Estate Planning

The expat lifestyle as a certain allure and mystique. Entertainment media serves up a stereotype image of wealthy Americans living the good life in far away places. The physical and emotional disconnect with the U.S. that expats find enjoyable also triggers huge problems for Expat Estate Planning. There seems to be a growing number of…

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Multi-National Planning

In today’s world, multinational planning is not just a luxury for the few.  It has become a necessity for many.  Citizens of the modern economy live, play, do business and own assets in more than one place.  Few of us live in the same location where our parents lived, and our children are going to expand…

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