Wealth Management Exchange - Articles -

Asset Protection Planning to Safeguard Your Wealth

no@spam.com (Randy Fox) — Tue, 05 Aug 2008 11:17:28 MDT

The purpose of a good asset protection plan is to safeguard your wealth from unwarranted claims of predators and creditors and to keep a nest egg amount of money safe if your financial world blows up.

Estate Planning in Uncertain Times

no@spam.com (Randy Fox) — Wed, 14 May 2008 06:15:57 MDT

This is not the first time in history that the economy has faltered. And it won't be the last. If some of your wealth has been eroded or is in jeopardy, it is more important than ever to assure that what remains of it is distributed to your heirs and beneficiaries as efficiently and effectively as possible.

Estate Planning Strategy: The Charitable Life Estate

no@spam.com (Randy Fox) — Tue, 18 Mar 2008 14:43:43 MDT

A Charitable Life Estate is a gift agreement between a donor and a charity, involving either a residence or farm.The donor gifts the property to charity but retains the right to live in the property, usually until death. This estate planning tool carries many tax and other benefits.