Blog Posts in June, 2011

One Great Way to Optimize Your Estate Plan: Use an Outsider's Perspective

This article on Yahoo Finance/New York Times touches on the subject of financial planning and how regardless of our achievements, we can learn tips from other successful people that will help ensure ...
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Asset Protection 101: Part 2

Proper asset protection strategies can be used to protect - your hard-earned assets during your lifetime; and your loved ones who may need protection from themselves, due to lack of maturity or other ...
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Helpful Information for Baby Boomers Who Take Care of Their Parents

As can be seen from the surprising survey in this USA Today article, many Baby Boomers do not know even the most basic information about their parents' medical histories. Initially this may just ...
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Asset Protection Planning 101: Part 1

The sad reality about the times we live in is that people are suing and getting sued more often these days, and the trend doesn't seem to be slowing. As the economy becomes more volatile, ...
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How Does a Trust or a Power of Attorney Help You Avoid Losing Control Over Your Money When You Can't Take Care of Yourself?

A friend passed on this article to me about folks who lose their inheritance because their parents were taken advantage of my hired caretakers. Unfortunately, what I have found is that many adult ...
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