Blog
Do You Have a Loved One With Special Needs? Consider a Special Needs Trust
What is a Special Needs Trust? In general, a trust is created when property or assets are managed by a person or firm for another person’s benefit. The person or…
You Have A Will: Is That Enough?
Roughly half of all Americans don’t have a will, so if you’ve already taken this vital step to protect your assets and successors then congratulations are in order – you’re…
How To Avoid Or Deal With Probate
First we will start off on the top 3 ways to AVOID probate and after we will go into dealing with it if you’re in the middle of it right…
6 Step Estate Plan For You And Your Parents
READ THIS IF YOU WANT TO PROTECT YOU AND YOUR PARENTS WITH A PROVEN ESTATE PLANNING FORMULA… We’d been married for more than 30 years and were very close with…
The Serious Risks of Self Settled Trusts
In a recent interview I did, I revealed how self settled trusts leave people’s assets exposed. While establishing self settled trusts in the place of more conventional asset protection plans…
How Doctors Can Avoid Mistakes When Protecting Their Assets
Because doctors are so vulnerable of being sued in a medical malpractice suit, they must proceed with extreme caution in protecting their assets. Here are some common missteps made by…
The 8 Ways To Protect Your Assets From A Lawsuit You Should Know About
To protect what you have, it’s vital to take some defensive measures, to make it more difficult for creditors to seize your assets in the event you lose a lawsuit,…
Top 3 Most Common Asset Protection Misconceptions
Asset Protection Misconception Number 1: Insurance Protects You You know what I hear the most from my clients, who are exclusively real estate investors? “I thought all I needed to…
The BIG Misconception About How Insurance Protects Your Assets
“My financial advisor told me that in order to achieve asset protection for my investment properties, I only need a general liability policy.” This is something I hear consistently from…