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asset protection planning

Asset Protection: Most People Turn To Professionals For Everything Except this Important Area

Why should you consider turning to professionals for asset protection? It’s not unusual to turn to professionals… We go to doctors when we don’t feel…


A Year-End Review Of Lessons Learned

Each year goes so fast with 2019 being no exception. Looking back, I find that the experiences I’ve had and the lessons I’ve learned are…

phone scam

Asset Protector for Seniors: Don’t Be A Victim Be Wary Instead

Asset protection for Seniors has always been important to me and I recently read an article at about a recent Senate committee report saying that older adults lose an estimated $2.9 billion each year to financial scams. Of course criminals are going to target the most vulnerable people and adults 65+ are at the top of their lists.


A Special Time For Giving Thanks

Thank you. These are two of the most powerful words in the English language. Most children are taught to say them as soon as they…

Veteran's Day

Remember The Veterans Who Served Our Country

Happy Veteran’s Day! Veteran’s Day is always November 11th, but sometimes formally recognized the Monday after as a federal holiday. I spent 6 years in…

business plan

The Business Plan For Getting Out Of Business

Do You Have a Succession Plan? If you’re a business owner, like I am, your dream was to create a business that would provide for…

special needs planning

The Importance Of Correct Estate Planning For Those With Special Needs

If you have a loved one who has a disability either from birth or acquired during his or her lifetime, and you want to provide…


Talking About Death and Asset Protection: We All Have A Date With Death

I’ve been thinking about and talking about death with other people. In fact, thinking and talking about death and asset protection is part of my…

suicide prevention

September Is Suicide Prevention Awareness Month

Suicide affects more than just the victim. While death is a difficult topic for most people, death by suicide is even more difficult and highly…


A Continuing Discussion About A Topic Most People Don’t Want To Discuss

Death It’s not exactly the cheeriest of topics. In fact, most Americans would rather avoid the topic altogether. I have discovered though that there are…

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