In a recent interview I did, I revealed the main mistakes made by doctors when planning to...
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An Asset Protection Warning For Doctors
The (not so) Magic Umbrella Policy I was recently contacted by a physician with seven figures in...
6 Steps To Protecting Your Assets From Nursing Home Care Costs
This is a must read if you or a loved one is worried about nursing home care costs and the...
The 8 Ways To Protect Your Assets From A Lawsuit You Should Know...
To protect what you have, it’s vital to take some defensive measures, to make it more difficult for...
What Happens During Probate
Probate is the court-supervised process of authenticating a last will and testament if the deceased...
The Probate Checklist Every Executor Should Have
Most Estates That Require Probate Follow These Steps The deceased can’t own property, so it...
The BIG Misconception About How Insurance Protects Your Assets
“My financial advisor told me that in order to achieve asset protection for my investment...
Why DIY Estate Planning Could Cost You And Your Heirs...
You should not sacrifice great planning for a supposed money-saving deal which likely won’t work...
The Serious Risks Of Self Settled Trusts
In a recent interview I did, I revealed how self settled trusts leave people’s assets exposed...
Top 3 Most Common Asset Protection Misconceptions
Asset Protection Misconception Number 1: Insurance Protects You You know what I hear the most from...
Named As A Successor Trustee? Now What?
Your friend or loved one has written their revocable living trust — and they just named you as...
3 Ways To Estate Plan When Remarried
If you follow some simple steps, you can come up with a plan that meets everyone’s needs. Method 1...