In a recent interview I did, I revealed the main mistakes made by doctors when planning to...
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The BIG Question If You’re A Successor Trustee… Do...
How to Determine if Your Family Can Handle Settling Your Trust Many people believe that if they...
Living Will – A Guide To Documenting Your Final Wishes
Contemplating our own death is one of the hardest challenges we will ever have to face. Yet, if we...
#1 Myth Of Asset Protection: Why You Can Lose Assets In A...
The thinking of many physicians around the country, and unfortunately their advisors as well, is...
12 Common Mistakes Executors Make In Probate
Many people have heard of the probate and estate settlement process but wonder what it is and what...
6 Step Estate Plan For You And Your Parents
READ THIS IF YOU WANT TO PROTECT YOU AND YOUR PARENTS WITH A PROVEN ESTATE PLANNING FORMULA…...
The BIG Misconception About How Insurance Protects Your Assets
“My financial advisor told me that in order to achieve asset protection for my investment...
Do You Have A Loved One With Special Needs? Consider A Special...
What is a Special Needs Trust? In general, a trust is created when property or assets are managed...
Top 7 Asset Protection Misconceptions For Physicians
The purpose of this article is to debunk some of the commonly held myths about asset protection and...
Aging Is The Sign Of A Successful Life
Your aging is a success story. After all, when you think about the alternative to aging your...
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...
An Asset Protection Warning For Doctors
The (not so) Magic Umbrella Policy I was recently contacted by a physician with seven figures in...