Latest Blog Posts

Caution: Your Traditional Asset Protection Plan is Set Up to Fail

Posted on: June 19th, 2015
You may be surprised to learn that not only has asset protection planning been around for a long time, but you have already engaged in it at some point during your life. In fact, you probably have one or more types of traditional asset protection planning in place at this very moment. The problem is in many cases the type of planning you have right now won't be enough to protect you and your family....

Major Change in Estate Tax Closing Letters

Posted on: June 19th, 2015
The IRS recently announced a major change in its procedure for issuing estate closing letters....

Business Owners Who Take Time to Plan Exits Increase Chances of Success

Posted on: August 14th, 2014
“To will is to select a goal, determine a course of action that will bring one to that goal, and then hold to that action till the goal is reached. The key is action.” — Michael Hanson If the thought, “Why exit plan when I can’t sell my business now or anytime soon?” has crossed your mind, consider the case of fictional owner Rudolfo LeMonde....

Jim's Chapter in Florida Bar Book Quoted in Miami Firm's Blog

Posted on: August 1st, 2014
We are excited to share that our senior attorney and firm owner Jim Flick co-wrote the chapter "Offshore Asset Protection Trusts" of the Florida Bar's book Asset Protection in Florida, 3rd Edition published last year for attorneys....

Can You Afford To Ignore Your Business Exit?

Posted on: July 30th, 2014
“In preparing for battle, I have always found that plans are useless but planning is indispensable.” Dwight D. Eisenhower (As quoted in Six Crises by Nixon, Richard (1962). “Krushchev. ” Doubleday.)...

EZ Legal Forms: A Cautionary Tale

Posted on: April 4th, 2014
Here is a legal case that highlights the danger behind using cheap legal forms online....
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