July 28, 2009

Now available at Amazon.com. 

What Makes The Privacy & Financial Shield LLC (PF Shield) Different?

PF Shield uses the most advanced planning methods available anywhere, while at the same time remaining cost-effective.

We custom tailor plans to the client's needs and goals. We are familiar with and use dozens of the most advanced strategies available anywhere.

PF Shield offers a free 20 minute initial consultation.  Subsequently, you may opt to purchase a full initial consultation with a customized, in-depth asset protection report for only $200.

This asset protection report covers:

• Which of your assets are already exempt or may become exempt under state or federal law and to what extent they are exempt (we also reference the actual laws.)

• A review of what estate planning strategies may be useful to you and why.

• We include a discussion of both simple and cutting-edge strategies as necessary.

• We regularly save our clients millions of dollars in gift and estate tax liability with our 100% IRC-compliant strategies.

• An overview of the best asset protection strategies for your specific situation, the pros and cons of each strategy, and how they would integrate into your estate plan

You will also receive the e-book version of Asset Protection In Financially Unsafe Times - an essential guide for Professionals and their Clients (a $50 value, co-authored with Dr. Arnold Goldstein, PhD, JD, LLM, MBA). This is the most well-researched asset protection book on the market, with over 430 endnotes and a thorough analysis of the most exemplary asset protection cases. It examines in-depth the most advanced domestic and offshore planning strategies available.

The asset protection report contains a detailed asset protection proposal with pricing options.

Plan pricing starts at only $2,500, and in some cases even less (prices may of course vary in proportion to a plan’s complexity. A very complex plan could cost over $30,000, for example. Offshore plans start at about $6,000.)

Truth be told, it normally takes PF Shield’s chief consultant, Ryan Fowler, 4-8 hours to do a 1 hour initial consultation and asset protection report (domestic asset protection and estate planning sample report or domestic and offshore asset protection sample report).

Why do we offer so much for only $200? Our experience is our clients are so impressed with the thoroughness of their report that they usually then purchase a comprehensive asset protection program. Our low initial consultation and report pricing allows you to “test the waters” before committing to a full-priced program.  PF Shield does not use hokey Nevada corporations, overly expensive and cumbersome accounts receivable financing/equity stripping, bogus “friendly liens”, or other questionable strategies that have already blown up in court numerous times. We are extremely familiar with Fraudulent Transfer Law as well as relevant asset protection case law so that we know what works, what doesn’t, and why.

Does your planner use the most advanced strategies available? Can they create

• Defective Beneficiary-Taxed Trusts (DBETTs)

• Non-Qualified Personal Residence Trusts (NQPRTs)

• Synthetic Roth IRAs (SynRoths)

• Ultimate LLCs (ULLCs)

• DEMMLLCs

• Billing and Collections Companies (BICOCOs)

• Offshore structures

• Foreign insurance

• Obligation-based liens or other equity stripping arrangements?

 Do they know how to properly structure more conventional yet still effective structures such as a

• LLC (limited liability company)

• LP (limited partnerships)

• Corporations, and,

• Certain trusts specifically for maximum asset protection, legal privacy (when viable), and estate planning benefits?

 Do they have an extensive nation-wide network of attorneys and CPAs whom they regularly work with and all of whom will sing their praises?

 If not, then PF Shield is ready to create a superior plan custom-tailored to meet your specific needs and goals.