Sep 2, 2015 | Asset Protection
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. In fact, you probably have one or more types of traditional asset protection planning in place at...
Jan 20, 2015 | Asset Protection
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. A car accident, foreclosure, unpaid medical bills, or an injured tenant can result in a...
Aug 5, 2014 | Estate Planning
Owning property as Joint Tenants with Right of Survivorship is easy, common, and often disastrous. Sadly, children – both minor and adult – are often disinherited. While there are several forms of joint ownership, the one most people use (and the one considered in...
Mar 17, 2014 | Estate Planning
Understanding Losses: Liability Exposure 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—even if you are...
Aug 7, 2013 | Business Planning
This article was originally posted on EstatePlanning.com “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. If you are like the many entrepreneurs who...
