Latest Articles
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WHAT IS ASSET PROTECTION?
And Why You Should Make Sure You Are Asset Protected
What an open question it is to ask: What is Asset Protection?
Has anyone asked you that question before? If not you are like 99% of the rest of the American public who are also not asset protected.
Core asset protection revolves around protecting yourself from future creditors who can sue you typically for negligence.
My definition of asset ...
WESLEY SNIPES GETS 3 YEARS FOR TAX EVASION: WHAT WE CAN LEARN FROM THIS AND OTHER
Due to my time constraints, I thought I'd use the Wesley Snipes case to remind everyone about the age-old saying that "if it sounds too good to be true it probably is." That certainly was the case with Mr. Snipes.
U.S. citizens don't have to pay taxes?
Mr. Snipes, unfortunately, got hooked up with a couple of first-class tax fraud promoters by the last names of Kahn and Rosile. Their system relied on what's known as the "861 argument"─a ...
STORIES CAN MOTIVATE YOU TO BECOME ASSET PROTECTED
Stories Can Motivate You to
Become Asset Protected
Have you ever heard the comment that the only clients who buy long-term care insurance are the ones who have had a family member who needed it and didn’t have it?
Why is that? Because they have had a real life experience that motivated them.
The same unfortunately holds true for asset protection planning. Many clients know they need to become asset protected but for some reason can’t motivate themselves to ...
Latest Blogs
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RISK MANAGEMENT ALERT!!
No, I'm not talking about your homeowner's or automobile insurance. What I am talking about are the three greatest risks to your ability to “keep more of what you've earned.” Let me explain each risk in a way that should get your attention.
Risk #1 – Tax Do you know what your marginal income tax rate is (assuming you're married, filing jointly) ? Income...
How Do You Like Fixed Indexed Products Now?
I've been in the financial services business since 1971, so I've seen some ugly financial markets. Examples: Jimmy Carter's extremely high inflation with accompanying double digit mortgage rates; the stock market crash of 1987; and the tech stock implosion of 2000-2003. But I've seen nothing like what we witnessed the first two weeks of October this year. Who could have imagined the disappearance of the Investment Banking industry, the failure of large national banks and the ...
Press Releases
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Family Offices Created in Orlando, Florida to Serve Affluent Families and Their Advisers
Bob J. Baker and his firm Asset Strategies, LLC has created a new Multi-Family Office ("MFO") to serve the large portion of America's 8 million millionaires that live in our region. Because more than 10% of these families have estates valued at more than $10 million, the MFO will focus on providing services for this market. The services will include advanced plan design, wealth counseling, wealth blueprinting, and other family office services not typically offered by financial planners, ...
Wealth Protection Specialists, Bob Baker and Zachary Baker Announce the Redesign of Website
Financial Advisors, Bob Baker and Zachary Baker, turned to Dicks Nanton & Glass Media Group, an online marketing and search engine optimization firm, to redesign their web presence at www.assetstrategiesonline.com for their financial services company, Asset Strategies, LLC. Orlando, Fl – Asset Strategies, LLC is a boutique wealth protection and tax-planning firm that works with clients to help them keep more of what they have earned. To better assist current and prospective clients, Bob and Zachary Baker ...
