Tag Archives: best asset protection
The purpose of a land trust is to allow one to have the legal title to his property held by another person, or trustee while retaining all of the rights and privileges of property ownership (the beneficial interest). The trustee acts only upon the beneficiaries’ direction. The property owner still retains all rights, such as the right to possession, to collect rent, mortgage the property, homestead exemption, and any other benefit he now has.
Join Bill and Rick to learn how, when and why a land trust can be a valuable estate planning tool.
Many business owners and investors doing business in multiple states often wonder whether their company, which is set up in one state, also needs to be registered into the other state(s) where they are doing business. In analyzing whether you need to register your out of state company in a state where you do business or own property it is helpful to understand two things: First, what does the state I’m looking to do business in require of out of state companies; and Second, what is the penalty for failure to comply.
Join Bill and Rick to explore these practical distinctions in order to keep your business protected and prosperous.
Respect for your customers will ensure their faith and loyalty to you and your business over the long run. Candidly, many studies have shown that is up to nine times more difficult to attract a new customer than it is to retain an existing one. Accordingly, it is critical to keep your customers happy—-a matter that would appear at first blush to be common sense. But do we keep this in the forefront of our minds as we go through our everyday business?
Join Bill and Rick to discuss the techniques that are invaluable when dealing with customer related problems.
Asset protection planning is all about taking chips off the table in good times, so that you still can walk away from the table a winner no matter what happens in bad times. Those who worry the most about asset protection are those who are the most likely to get sued, but average folks often get caught up in difficult situations, and thus if you have something to protect then the topic of asset protection should at least cross your mind. Join Bill and Rick to discuss exactly when and how you can best maximize your protection against unwanted creditors and lawsuits.
https://bottledbusinesssenseshow.com/bottled-business-sense-show/
Bill Bernard – WFBLegalConsulting.com
bill@wfblegalconsulting.com
949.698.6222
Rick Moscoso – Captivate365.com
rick@captivate365.com
949.667.1182
The Bottled Business Sense Show provides practical business perspectives that uniquely emphasize both legal and media marketing strategies that protect and insure the longevity of your business.
Join Bill and Rick with their special guest, Daphne Mallory, ESQ., to discuss the benefits and marketing strategies unique to a family-owned business. Once formalized, a family business can lead to not only prosperity in the workplace, but more quality time developing family relationships, as well as emotional ties that forge new commitments of trust between business owner and clients. Daphne Mallory, Esq. is a Contributor for The Entrepreneur Magazine and The Huffington Post, media personality, and international speaker and trainer on Family Business. Moreover, her work and life has been featured on ABC, CBS, Fox and NBC, The Dr. Oz Show, Self Magazine, Woman’s Day, Essence Magazine, Massachusetts Lawyers Weekly, Brown Alumni Magazine, and Black Enterprise. She is the talk show host and producer of Family Business with “Daphne” on 103.9 FM KDKI.
Whether property is funded into a trust is primarily a matter of intent. With every comprehensive estate plan you should include not only an “Assignment of Personal Property,” which explicitly states that all personal property is intended to be funded into the trust, but also instructions as to how all other types of estate assets should be transferred into your trust. In this show, Bill and Rick discuss how each asset “type” is funded and what you should have prepared to ensure that end.
Arbitration is a method to resolve disputes outside of court. Often times it is contract-based. Did you know that many times employers make job offers contingent upon signing such agreements? Have you wondered whether an employee is required to sign an arbitration agreement? Do you know the difference between binding and non-binding arbitration? Join Bill and Rick for a discussion about arbitration agreements generally, as well as how they relate to the employer-employee relationship.
Sponsor:
Steve Smith
GrowthSource Coaching
steve@growthsourcecoaching.com
949.951.9163
