Asset Protection

New Perspectives to Grow Investments Using the Tax Code to Your Advantage
At this Investment University presentation Jeff covers the three “Must Haves” in asset protection.

Most People Don’t Know
What They Don’t Know

An overview of the best ways to structure
your assets.

Asset Protection – The Money Show
How we build firewalls to protect clients from unexpected and potentially devastating law suits.

Estate and Gift Tax Laws – The Money Show
Learn about maximizing investment strategies while protecting assets using the $5M exemption called the HYCET Trust.

“Have Your Cake and Eat it Too!” The Money Show on the HYCET Trust
Learn about this trust which allows investors to claw back funds.

What is the HYCET Trust – The Money Show
Interested in a $5M trust that allows access to the funds? Turn taxable income into tax free income.