Avoid Asset Protection Scams

June 17, 2015

Although there is plenty of good advice out there about asset protection, there are also some unfortunate scams you should be aware of. Make sure that whoever you work with on asset protection has credentials to back up their experience; this may involve a background in international law or taxes. cHNJKxQ6aFTXJCWUbFJfGlrcutbJWAlqQ_C3xebLfSI

Be aware that sometimes what is passed off as decent advice can land you in hot water: for example, it’s a common misconception that offshore accounts are not searchable. This is not entirely true, and you should consult with an experienced asset protection attorney to learn more about the best way to guard your wealth.

Before meeting with an advisor, review his or her background and consider asking for references from current clients. You’ll want to get a complete picture of the individual you’re working with before agreeing to sign on the dotted line. Your asset protection is extremely important, and it’s worth verifying that you’re working with a highly-qualified individual or team at the outset. We’re here to help: info@lawesq.net.


Practice Areas:



Schedule your free Exploratory phone call

Click here to see how we
can be of assistance.

Payment Portal
for Tax and Accounting invoice

This link offers a secure, quick way to complete your payment with Omni360 Advisors LLC.

Our Social Media

Connect with us on Social Media using the following buttons:

Visit our Podcasts

Listen in, Join the Conversation!

Recent Posts

The 5 Financial Decisions You Should Review Every Year—Even When Nothing Has Changed

An annual financial review can help keep your tax strategy, investments, insurance, estate plan, beneficiaries, and retirement goals aligned with your life and priorities. Financial ...

<p>The post The 5 Financial Decisions You Should Review Every Year—Even When Nothing Has Changed first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

Should You Gift Money to Your Children Now or Leave It to Them Later?

Should you give money to your children during your lifetime or leave it as an inheritance? Explore the family, tax, control, and legacy considerations that can help guide the decision. For many successful families, estate planning eventually raises ...

<p>The post Should You Gift Money to Your Children Now or Leave It to Them Later? first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>

What Happens to Your Financial Life When You Retire? A 12-Month Checklist

Retirement changes more than your work schedule. Use this 12-month retirement checklist to review Medicare, Social Security, cash flow, portfolio withdrawals, taxes, estate documents, and employer benefits. Retirement is often described as a milestone, but financially, it ...

<p>The post What Happens to Your Financial Life When You Retire? A 12-Month Checklist first appeared on Integrated Tax Planning, Legal Planning & Financial Planning.</p>