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For Asset Protection, Paperwork Matters

Watch this video on YouTube A basic strategy for asset protection is to hold various assets in different entities. Putting real estate, small businesses, and other assets into trusts, corporations, or limited liability companies (LLCs) is effective protection that is...

First Asset Protection Strategy: Overcome Your Own Beliefs

Watch this video on YouTube Besides helping you build wealth, your financial planner should also offer ways to help you protect it. Yet one aspect of comprehensive financial planning that doesn’t always get a lot of attention is asset protection. The most common...

Plan to Protect Financial Resources From Yourself

Watch this video on YouTube After three decades as a financial planner, I’m seeing more and more clients reach, not just retirement, but their final years. An issue that becomes especially important at this stage of life is how to protect your financial...

SD Domestic Asset Protection Trusts Just Got Stronger

Watch this video on YouTube Most financial advisors and attorneys who specialize in asset protection trusts have probably never visited South Dakota. Yet it’s one of their favorite places. A change made by the legislature this year has made them like it even...

Controlling the Power of a Power of Attorney

Watch this video on YouTube Is it a good idea to give control of your finances to someone else through a power of attorney? Maybe. Or maybe not. It’s foolish to sign away complete authority to someone who may or may not be trustworthy. It’s equally foolish...

Packing Your Parachute for the Fiscal Cliff

Watch this video on YouTube Whether you’re pleased or disappointed with the outcome of the Presidential election, the question to ask now is, “What does this mean to me?” It’s an especially important question if you own a business or are...