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Robert E. Alderman, Jr. • Biblical Counselor • Mediator • Attorney
63153 E. Flower Ridge Dr., SaddleBrooke, Arizona 85739-1079
(800) 953-4252 • (520) 818-1067 • Fax (520) 818-1278
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Advanced Techniques and Articles for Advisors:
More than 100 original and informative articles have been previously published on the Loving Trust web site. These articles are now available in PDF format.
You may download the PDF file, then view it and/or print it, with Adobe's Acrobat Reader software. To obtain this free software, click here.
After you have installed the Acrobat Reader software on your computer, click on a title below to download an article as a PDF file:
"Seven Levels of Estate Planning for Advisors and Their Clients"
(From "do nothing" to "offshore trusts" the real issue is quality and customization)
"Have You Considered This or That?"
(Explains the importance of working with an advisor in order to receive the best quality in your estate plan)
"Wanna Be Estate Planners and Murphy’s Law"
(Not even the Chief Justice of the Supreme Court or a CPA are qualified to do professional estate planning)
"Delaware and Alaska Asset Protection Trusts"
(A brief introduction to the quasi-offshore asset protection trust statutes in Alaska and Delaware and why they’re not recommended)
"Asset Protection – Estate Planning’s Fraternal Twin"
(A simple introduction to the relationship between asset protection and estate planning)
"The Glue That Holds it All Together!"
(A good example of why estate planning should be the foundation for every family’s security and protection)
"Using a FLP for Estate Tax Reduction and Creditor Protection"
(Provides an overview of how a family limited partnership can be used to provide great benefits in an estate plan)
"The Structure and Management of an ILIT"
(Life Insurance is very helpful in an estate plan, but it has to be purchased and managed in a certain way)
Please Note: Some archived articles contain a previous address. See our new address above. |
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