Professional-grade guides, fillable templates, and interactive calculators covering every layer of asset protection — from foundational knowledge to advanced entity strategies.
The essential starting point. Covers what asset protection is, why every business owner and investor needs it, how to identify your personal vulnerabilities, and which strategies apply to your situation. Written in plain language — no legal background required.
The definitive side-by-side comparison of every major entity type — LLC, S-Corp, C-Corp, Sole Proprietorship, and Trust — across 20+ factors including liability protection, tax treatment, formation cost, management requirements, and privacy. The decision tool every entrepreneur needs before choosing a structure.
Everything you need to understand how LLCs work, how to form one correctly, and how to maintain its liability protection — with three editable Word templates you can open and fill in immediately. Covers state selection, the 7-step formation walkthrough, corporate veil protection, EIN application, tax elections, and famous real-world case studies.
Understand the S-Corporation tax election, calculate your potential savings, and file IRS Form 2553 correctly — with a field-by-field walkthrough, interactive Excel salary calculator, and a complete annual compliance calendar. Covers eligibility, reasonable salary requirements, payroll setup, audit triggers, and late election relief.
A complete guide to creating, funding, and maintaining a revocable living trust — with four editable Word documents including a fully annotated trust template, asset-by-asset funding checklist, trustee duties reference for your successor trustee, and an amendment form for future updates. Covers probate avoidance, trustee selection, incapacity planning, and trust administration after death.
Every product in the Concord Strategic library — all five guides, all sixteen downloadable files — in one complete package at a bundled price. The ultimate resource for anyone serious about building a proper legal shield around their assets, business, and wealth.
Educational Disclaimer: All products sold by Concord Strategic are for educational and informational purposes only. Nothing in any product constitutes legal, tax, or financial advice. Always consult a licensed attorney, CPA, or qualified financial advisor before implementing any legal or financial strategy. Templates are educational frameworks and should be reviewed by a licensed professional before use.
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