How can I protect my assets from creditor claim? Bankruptcy? Liability suit? etc…
How can I protect my assets from spousal claim? Divorce?
How do I remove my assets from my estate?
How do I accomplish all of the above and continue to invest, grow, and receive income from my assets?
In the past, it was believed that offshore strategies were the optimum solution to this and other issues. However, there has been a considerable amount of legislation and case law changes in the past few years that suggest that these planning issues can be just as easily accomplished and executed domestically.
The key is properly drafted, combined, professionally managed, professionally advised, and jurisdictionally favorable trusts.
Alterra Wealth Management900 Rutter Avenue
Forty Fort, PA 18704
PH (570) 714-9050
FX (570) 714-9051