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 Critical Keys to Keeping Your Assets Safe for Your Family

Posted on: July 2nd, 2015
Whether you are a physician or not, you probably know that the practice of medicine is a profession fraught with liability . . . Unfortunately, in our litigious society, these liability risks are not unique to physicians. Business owners, board members, real estate investors, and retirees need to protect themselves from a variety of liabilities too. ...

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....

Aligning Insurance Products within a Planning Structure

Posted on: March 17th, 2014
We use a variety of insurance products to manage risk in different areas of our lives in order to protect our wealth from losses that can come from property damage, businesses we own, disability, retirement and death. Instead of considering these products as separate items, make them part of an integrated, overall risk management plan....

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...

Understanding Losses: Compounding Interest

Posted on: February 20th, 2014
Most investors are familiar with the magic of compounding interest but they often fail to realize that when the portfolio loses money, the math of compounding works against them....
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