Webull appears to support tenancy by the entirety accounts through its Apex Clearing agreement, while Robinhood explicitly offers only JTWROS. Coinbase doesn’t support joint accounts at all. This article is based on my review of…
Florida Asset Protection Law Blog
The Florida Asset Protection Law Blog, published by Alper Law, focuses on legal strategies and tools for protecting assets, particularly within the context of Florida law. Topics include tenancy by the entireties for financial accounts, offshore trusts for IRAs, common asset protection mechanisms such as homestead exemptions, and property co-ownership issues. The blog also explores international asset protection options, comparing trusts from different jurisdictions like the Cook Islands and Hungary. It addresses practical questions related to estate planning, creditor protection, and legal structuring of wealth to safeguard against lawsuits and judgments.
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Which Brokerage Firms Offer Tenancy by the Entirety Accounts?
By Gideon Alper
The majority of major US brokerage firms do offer tenancy by the entirety (TBE) accounts, though availability, documentation clarity, and application processes vary significantly. Of the 13 major brokerages examined, 11 explicitly offer or recognize…
Can a Bank Account Be Garnished Without Notice?
By Gideon Alper
The short answer is nuanced: your bank account cannot legally be frozen until after a creditor wins a judgment against you—a process requiring notice—but once that judgment exists, the account freeze itself typically happens without…
Case Study: Securing Personal Wealth Against Future Liability
By Gideon Alper
[Note: The following case study is based on a real matter handled by Alper Law. Names, dates, and specific financial details have been altered to protect client confidentiality and attorney-client privilege.] For most successful business…
Under-Insurance Risk Index
By Gideon Alper
There are millions of motor accidents in the US every year, leading to huge amounts of physical and financial harm. Not only does the risk of having an accident depend on the area you’re driving…
U.S. Appellate Court Advances Tenancy by Entireties Law
By Jon Alper
A recent U.S. appellate court decision advanced the law regarding tenants by entireties bank accounts. A Florida statute that makes all joint marital checking accounts entireties accounts unless otherwise specified in writing. In an appeal…
Florida Supreme Court Simplifies Tenancy by the Entireties for Financial Accounts
By Gideon Alper
For decades, married couples in Florida faced a subtle but dangerous trap in asset protection planning. A husband or wife might open a bank account in their own name, and years later, add their spouse…
How to Put an IRA in an Offshore Trust
By Gideon Alper
An offshore IRA allows retirement account holders to move their retirement savings into an international legal structure. This strategy provides enhanced asset protection and broader investment options compared to a domestic IRA. Many people mistakenly…
5 Common Asset Protection Tools
By Gideon Alper
Asset protection is the legal strategy of structuring your wealth to shield it from future lawsuits, creditors, and judgments. Here are five common asset protection tools we see in our practice. 1. The Florida Homestead…
Can You Remove Someone from a Deed Without Their Knowledge?
By Gideon Alper
A common question we receive from clients dealing with co-ownership disputes, divorce, or family property issues is whether they can remove a co-owner from a title without that person’s knowledge or consent. The short answer…