Asset Protection
Oct 11, 2021
South Dakota has certainly been in the news recently. Coverage of the leaked “Pandora Papers” included headlines like “How South Dakota became a global tax haven,” “South Dakota Is a Moral Sewer and Should Be Abolished,” and...
Aug 30, 2021
Home title theft. This is a “threat” I only learned about from frantic radio commercials warning that your home can be stolen from you. They claim thieves can deed your property to themselves and then mortgage or even sell it without your knowledge. In...
Aug 2, 2021
A common estate-planning question is whether it makes sense to leave inheritances with strings attached. My typical answer is “it depends.” It’s natural to want your legacy to be used wisely, but trying to control from beyond the grave can have...
May 31, 2021
“An ounce of prevention is worth a pound of cure.” Most of us are familiar with this tidbit of immense wisdom. That doesn’t necessarily mean we follow it when it comes to either our physical or our financial health. According to a Modern Healthcare...
Nov 23, 2020
I spend a lot of focus helping my clients protect their hard-earned assets from the reach of a frivolous lawsuit. The chance of such a lawsuit in the US is always a risk when a person with a nest egg is perceived as “rich” and someone who “could...
Dec 16, 2019
Watch this video on YouTube Do your credit card reward points belong to you? For frequent travelers, who often choose credit cards based on reward programs, accumulated points can be worth thousands of dollars. Whether points are an asset that can be transferred to an...
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