Business Planning

Caution: Your Traditional Asset Protection Plan is Set Up to Fail

Posted on: September 2nd, 2015
You may be surprised to learn that not only has asset protection planning been around for a long time, but you have already engaged in it at some point during your life . . . but your plan may be set up to fail!...

3 Asset Protection Tips You Can Use Now

Posted on: January 20th, 2015
A common misconception is that only wealthy families and people in high risk professions need to put together an asset protection plan. But in reality, anyone can be sued....

Parental Warning: If You Own Your Property this Way, You May Accidentally Disinherit Your Own Children

Posted on: August 5th, 2014
Owning property as Joint Tenants with Right of Survivorship is easy, common, and often disastrous. Sadly, children – both minor and adult – are often disinherited....

Understanding Losses: Liability Exposure

Posted on: March 17th, 2014
We live in a litigious society. Lawsuits abound, whether deserved or not. If you own property or stock that was purchased at a low price and has had high appreciation, it is at risk to litigation and creditors...

Successfully Passing the Family Business to Children

Posted on: August 7th, 2013
If you own and operate a business, you need to have a plan for the future of the business in the event you become unwilling or unable to manage it yourself....
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