Recent Posts in Personal Protection Category

Am I Too Young to Have a Will? Part Two

Am I Too Young To Have A Will? Part Two This isn’t supposed to be a scary blog entry, instead it should be seen as more of an eye-opener as to how simple it can be to protect your loved ones ...
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Am I Too Young to Have a Will? Part One

Am I Too Young To Have A Will? Part One I can’t explain how many times I’ve been asked this question. It’s actually a really good question, and the answer is not a simple Yes or No. ...
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The 7 Levels of Asset Protection for Business Owners - Part 2

There are several levels of asset protection planning that can be implemented. Each level provides an additional layer of protection. Level One – Exemption Planning: Some assets are ...
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The 7 Levels of Asset Protection for Business Owners - Part 1

What is “Asset Protection?” The best way to answer this inquiry is to explain what asset protection isn’t. Asset protection is not hiding or concealing assets. Asset protection is ...
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Does A Person Who Is Single Need a Will?

More people in today's day and age are choosing to remain single. For some this is because they have divorced and do not want to get married again. For others, they have chosen not to get married ...
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Is Estate Planning only for the Wealthy? - Part 2 Health Care

In the first part of this series we discuss the importance of having a Will for all people, regardless of how much money you have. The next part of this series will discuss what we call health care ...
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How to ensure you can take care of your kids while they are away at school

Many of you have probably heard of a power of attorney, and you may also know of a "health care proxy," "health care power of attorney," or "health care instructions." ...
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An Introduction to Pet Trusts

In February of 2010, famous British fashion designer Alexander McQueen passed away in an apparent suicide. His will was recently released to the public, and one thing stood out: he left $82,000 for ...
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Am I Too Young To Have A Will?

I can't explain how many times I've been asked this question. It's actually a really good question, and the answer is not a simple Yes or No. Many people tend to think: "I'm way ...
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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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Do not put off protecting yourself and your family regardless of how old you are!

Good day everyone! A friend forwarded this article to me (see below for the link), and while I don't agree with all the tips in the article it is a good reminder that waiting until "the time ...
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How do I make sure my parents are cared for when they need it most?

Are you concerned that your parents may not have long-term care when they need it? Regardless of whether or not they have a long-term care policy, would you like to ensure that they get the best ...
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What should my Will do for me?

The number one goal of estate planning is to help you achieve your objectives when it comes to protecting yourself and your family. Every now and then someone will ask me what the difference is ...
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Do I Need a Power of Attorney?

The short answer is that you very well could need a Power of Attorney, but that it might not be enough to ensure your financial obligations are met when you need it most. Unfortunately, most people ...
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