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Protect Wealth Academy

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United States
Provo, UT
Protect Wealth Academy

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At Protect Wealth Academy we provide in-depth lawsuit protection, tax reduction, and estate planning
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We bring together the nation's leading experts to help you protect your hard earned assets, and this includes offering help through classes and webinars. A free membership is available for clients who wish to watch a few of our videos, however a premium membership program is also available and this membership will give you full access to our entire video library.

10/28/2026

A business creditor gets a judgment, and LLC protection may still keep your ownership intact. A charging order can direct distributions to the creditor while your voting rights remain yours. The details vary by state. Would your LLC's operating agreement help you understand how distributions work after a judgment?

https://protectwealth.com/how-to-protect-personal-wealth-with-llc-protection/

10/26/2026

Before the next family gathering at your rental, review how you protect real estate from liability. Umbrella insurance can add $1 million or more above a primary policy limit of $300,000 to $500,000, an extra layer worth checking with your insurer.

Does your current umbrella policy cover your rental properties?

https://protectwealth.com/protect-real-estate-from-creditors/

10/25/2026

A family member needs tuition or medical help? Advanced estate planning can keep those payments outside gift tax when you pay the school or medical provider directly. A useful distinction for retirees planning gifts: direct payments are excluded from gift tax entirely. Would you consider paying a provider directly as part of your family's estate plan?

https://protectwealth.com/advanced-estate-planning-for-retirees/

10/23/2026

Before paying for entity work, check your wealth protection insurance limits.

Our first step is to raise liability limits and consider umbrella coverage. A policy review can help put protection in place before adding legal structures. Have you checked whether your current limits would cover a serious liability claim?

https://protectwealth.com/legal-liability-of-wealth-protection-strategies/

10/22/2026

🛡️Audit readiness begins long before an audit arrives, with organised records and smart financial categorization. Learn how professionals prepare strategically to reduce stress, minimise surprises, and stay in control.

🗂️ Explore https://protectwealth.com to discover smarter ways to prepare your financial records.

10/21/2026

A quick wealth protection review can start with the deed to your house and the titles on your brokerage account and vehicle.

Those ownership labels can affect which assets a creditor may reach. Check whether each is held personally, jointly, or in a business's name, and ask how your state's rules apply. What asset's title would you review first?

https://protectwealth.com/wealth-protection-strategies-for-doctors/

10/20/2026

Good planning isn't about how much money you have—it's about making thoughtful decisions with what you're building. The earlier you learn, the more opportunities you'll have along the way.

Who would you bring to an event like this? Tag them below.

REGISTER HERE:
https://protectwealth.com/live-events/

🌐 protectwealth.com

10/19/2026

A rental property can sit in your own name, easy to miss until you review your holdings for a wealth protection strategy.

Our team recommends bringing property deeds, mortgage statements, and leases to the session. Which property title would you want to check first?

https://protectwealth.com/book-wealth-protection-strategy-session/

10/19/2026

👨‍👩‍👧‍👦 Protecting family assets starts with the right structure, from managing ownership to planning future distributions. Discover how Family Limited Partnerships and LLCs can support greater control, risk management, and family harmony.

Explore https://protectwealth.com to learn how to structure your family wealth with greater confidence.

10/18/2026

Paying a business expense from your personal account can blur the line between you and your company, even if it's a routine purchase.

To avoid corporate veil piercing, keep business spending in a dedicated account or card. If you've already paid personally, document it as a business expense and reimburse yourself properly. How do you record expenses paid out of pocket?

https://protectwealth.com/how-to-avoid-corporate-veil-piercing/

Address

3651 North 100 East Suite 225
Provo, UT
84604

Opening Hours

Monday	9am - 6pm
Tuesday	9am - 6pm
Wednesday	9am - 6pm
Thursday	9am - 6pm
Friday	9am - 6pm

Telephone

+18002761430

Website

http://ProtectWealth.com/

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