Green Tree Planning

Factual Situation:  You are the owner of an IRA with substantial assets. You are also the owner of several vacant building lots whose present value is substantially less than your tax basis/acquisition cost.  These building lots were purchased using a loan from a commercial lender that has a very high interest factor but the lots [...]

Asset protection (sometimes referred to as debtor-creditor law) is a set of legal techniques, including statutory and common laws, dealing with protecting assets of individuals and business entities from civil money judgments. The ultimate goal of an asset protection plan is to insulate your assets from claims of creditors without concealment or tax evasion. Any [...]

Financial Planning in its purest form encompasses (i) investment planning and management, (ii) insurance planning, (iii) retirement planning, (iv) estate planning, (v) tax planning, and (vi) estate planning.  Obviously this is encompasses a broad spectrum of  knowledge and skills that can, in some circumstances, require the services of more than one individual despite their education, [...]