Wealth Counselor October 2018  Like us on Facebook Follow us on Twitter View our profile on LinkedIn
Dear Friends, 

In case you were not able to attend our Firm's Fall 3-hour CE program on "Wealth Preservation for Virginians," the below article will give you a quick overview of some of the issues we covered. If you did attend, this article will help deepen your understanding of several asset-protection strategies we discussed.

Happy reading!
Join us in the fight for Alzheimer's 
first survivor!

Our firm will be participating in the annual Walk to End Alzheimer's in Richmond. Over 5 million Americans are living with Alzheimer's. We hope you'll join us in raising awareness!  

Saturday, November 3, 2018
8:30 am
Innsbrook - Markel Plaza
4600 Cox Road 
Richmond, (Glen Allen), VA 23060 

Which Asset-Protection Strategies Are Right for Your Clients?

How You Can Keep Claims From Threatening Their Property

Article provided by WealthCounsel; reviewed & edited by 
It's well worth talking to your clients about what asset-protection strategies their current plans include. Many existing plans may need a revamp, while other clients will need to implement a new plan entirely. Shielding their assets and property against legal claims takes sophisticated planning and teamwork. We're here to help you develop a tailored asset-protection strategy for each of your clients.

Listen to us on Raising the Bar Law Talk Radio Show!

Click here to listen to attorney Michael G. Montgomery's interview on Raising the Bar!
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U.S. Treasury Department Regulations require that we advise you that, unless otherwise expressly indicated, any federal tax advice contained herein is not intended or written to be used, and may not be used, for the purpose of (i) avoiding tax related penalties under the Internal Revenue Code or (ii) promoting, marketing or recommending to another party any tax related matters addressed herein.



Carrell Blanton Ferris & Associates, PLC