Risk Management & Asset Protection - Nicholls State University
Risk Management & Asset Protection - Nicholls State University
Risk Management & Asset Protection - Nicholls State University
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‣ Lawsuit <strong>Protection</strong>Typical Client Plan- Revenue <strong>Protection</strong>- LLCs for business assets- Statutory Exemptions (Retirement Plans, Life, & Annuities)- LLCs or LPs for personal investments‣ Tax Strategies- Maximum Retirement Planning- Life Insurance Planning‣ Estate Analysis- Review of Life Insurance, Wills, Trusts- LLC/FLP, other estate reduction strategies if high net worth