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6StepEstatePlanForYouAndYourParents-CaseyandLundregan

6 Step Estate Plan For You And Your Parents

July 30, 2019

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…

TheSeriousRisksofSelfSettledTrusts-Spare2

The Serious Risks of Self Settled Trusts

January 13, 2019

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…

DoctorsAvoidMistakesProtectingTheirAssets-CaseyandLundregan

How Doctors Can Avoid Mistakes When Protecting Their Assets

November 8, 2018

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…

ProtectAssetsfromLawsuit-CaseyandLundregan

The 8 Ways To Protect Your Assets From A Lawsuit You Should Know About

June 29, 2018

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,…

AssetProtectionMisconceptions-CaseyandLundregan

Top 3 Most Common Asset Protection Misconceptions

June 29, 2018

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-Spare2

The BIG Misconception About How Insurance Protects Your Assets

June 29, 2018

“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…

THE 2 STRATEGIES TO PROTECT ASSETS FOR REAL ESTATE INVESTORS-Spare2

The 2 Strategies To Protect Assets For Real Estate Investors

June 29, 2018

Why Incorporate Your Real Estate? Real estate can be a good investment, but one that comes with a host of risks and liabilities. If your properties are titled to a…

5 Most Common Mistakes With Asset Protection Youre Probably Making-CaseyandLundregan

5 Most Common Mistakes with Asset Protection You’re Probably Making

June 29, 2018

Protecting your assets is one of the most important things a real estate investor can do. And ready-made options don’t work. Asset protection really does keep you and your investments…

LevelsofAssetProtection-RealEstate-CaseyandLundregan

4 Levels Of Asset Protection For Real Estate Investors

June 29, 2018

Below, we take a look at the best ways to protect yourself and your real estate assets from court rulings and expensive judgments. Real Estate Liability When it comes to…