The High Financial Cost of Gray Divorce

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...

Trust With Caution; Protect Yourself From Scammers

Watch this video on YouTube Early this year, dozens of expatriate Americans living in San Miguel de Allende, Mexico, found out that an employee of Monex Bank had emptied up to 158 accounts of some $40,000,000. Many of the customers lost their entire retirement...

Avoid Costly IRA Mistakes

Watch this video on YouTube Investing through an IRA is a foundational method of retirement saving. Opening and contributing to an individual retirement account is not hard. That doesn’t mean IRAs are simple and easy to understand. I was reminded of this at the...

Asset Protection and the Panama Papers

Watch this video on YouTube The release of the Panama Papers has created a number of recent articles critical of South Dakota’s asset protection statues and lack of an income tax. The Panama Papers are over 11 million leaked documents containing sensitive information...

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...