I try to spend at least part of every year on the beach. Now that I live in the southwest, my go-to beach vacation spot tends to be in southern California.
Free to new readers –
Meet John and Kathy. A wealthy professional couple ready to retire. They worked hard their entire lives to build a large nest-egg. As they were concerned about the safety of their assets in America they looked internationally to get them out of harm’s way.
They engaged my services to create their plan B.
Here’s how I did it… step by step… using their story as a case study.
It seems like an eternity ago, but I remember the day I first learned about something called an asset protection trust.