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Set Up Your LLC The RIGHT Way (Asset Protection and Privacy)
Don't set up your LLC the wrong way. If you just set it and forget it, you could be subject to losing all of your personal assets and having your personal information being out there for the world to see. That's why in this episode, Kent Fitzpatrick AIFA®, GFS®, MSCTA© and Josh Halpern, J.D. break down why its so important to set up your LLC right and how you can go about doing it.(0:00) Intro(1:37) Don't Set Up an LLC On Your Own(5:20) What If You Already Have Insurance?(7:20) How Many LLCs Should You Set Up?(8:00) What are Series LLCs?(9:15) What Information Do You Need To Disclose(10:20) Why Is Wyoming Unique, and What Are COPE Entities?(13:00) Are You Truly Invisible?(14:33) Privacy Addresses and Registered Agents(16:38) Biggest Mistake When Setting Up an LLC(18:15) When Do You Think About Setting Up an LLC?(21:03) Should Your Revocable Living Trust Own Your LLC?(23:14) What is the Due-on-Sale Clause and Why LLCs Beat Insurance(29:10) LLCs and Taxes(32:50) Conclusion
Visit Legal Halp: https://www.legalhalplaw.com/
Our Financial Wellness Tool: https://assetstrategy.com/myblocks/
Our Financial Guides: https://assetstrategy.com/financial-guides/
Once you're ready, we can offer you some professional guidance!
Book a FREE discovery call today to explore how we can help you: https://assetstrategy.com/contact/
Call the Asset Strategy Team: 781-235-4426
Email: [email protected]
Connect:
Website: https://assetstrategy.com/
LinkedIn: https://www.linkedin.com/company/asset-strategy-advisors
Facebook: https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/
Instagram: https://www.instagram.com/asset_strategy/
Disclosure: ia-sc-r-a-439-5-2025
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By Asset Strategy
5
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Don't set up your LLC the wrong way. If you just set it and forget it, you could be subject to losing all of your personal assets and having your personal information being out there for the world to see. That's why in this episode, Kent Fitzpatrick AIFA®, GFS®, MSCTA© and Josh Halpern, J.D. break down why its so important to set up your LLC right and how you can go about doing it.(0:00) Intro(1:37) Don't Set Up an LLC On Your Own(5:20) What If You Already Have Insurance?(7:20) How Many LLCs Should You Set Up?(8:00) What are Series LLCs?(9:15) What Information Do You Need To Disclose(10:20) Why Is Wyoming Unique, and What Are COPE Entities?(13:00) Are You Truly Invisible?(14:33) Privacy Addresses and Registered Agents(16:38) Biggest Mistake When Setting Up an LLC(18:15) When Do You Think About Setting Up an LLC?(21:03) Should Your Revocable Living Trust Own Your LLC?(23:14) What is the Due-on-Sale Clause and Why LLCs Beat Insurance(29:10) LLCs and Taxes(32:50) Conclusion
Visit Legal Halp: https://www.legalhalplaw.com/
Our Financial Wellness Tool: https://assetstrategy.com/myblocks/
Our Financial Guides: https://assetstrategy.com/financial-guides/
Once you're ready, we can offer you some professional guidance!
Book a FREE discovery call today to explore how we can help you: https://assetstrategy.com/contact/
Call the Asset Strategy Team: 781-235-4426
Email: [email protected]
Connect:
Website: https://assetstrategy.com/
LinkedIn: https://www.linkedin.com/company/asset-strategy-advisors
Facebook: https://www.facebook.com/people/Asset-Strategy-Advisors/61573136047425/
Instagram: https://www.instagram.com/asset_strategy/
Disclosure: ia-sc-r-a-439-5-2025