December 24, 2015 |
Asset Protection Tips for the Smaller Enterprise
Keeping in mind that doctors, business owners and real estate investors are most vulnerable to attacks on their assets, the goal for protection is to ...
Learn MoreAsset Protection Tips for the Smaller Enterprise
Keeping in mind that doctors, business owners and real estate investors are most vulnerable to attacks on their assets, the goal for protection is to actively plan and plan ahead. Every six months, you should inventory every possible asset. Never be in the psychological position of just waiting for the future.
Be very careful with the written promises of contracts and make sure giving your word is done as the business rather than as a personal guarantee. Utilize multiple strategies based on your comfort zone and with the opinion of your financial and legal advisors.
Schedule a meeting with a member of our advisory team
Blog
December 23, 2015 |
Business Succession Planning is About More than a Check
Forbes Asia recently interviewed a fast food entrepreneur in Hong Kong who shared insights into business succession that are universally applicable. Although family businesses account ...
Learn MoreDecember 22, 2015 |
Watching the Costs of Elder Care
Part of prudent cost prevention lies in understanding the spectrum of health for seniors as well as the spectrum of costs. Home care of a ...
Learn MoreDecember 21, 2015 |
What Are The Estate Planning Complications for an Art Lover?
As art collections increase over time, they become more important in terms of estate value. They can also become more problematic if the heirs are ...
Learn MoreDecember 18, 2015 |
Are The Holidays a Good Time For Estate Planning?
Holidays are, for many families, a gathering of multiple generations and if entered into properly, could be an uplifting opportunity to discuss both past living ...
Learn MoreDecember 17, 2015 |
Playing Asset Protection in Defensive Mode
As we cannot protect your life in every possible contingency, a good defense can be a good offense against those who would otherwise take your ...
Learn MoreDecember 16, 2015 |
Business Succession Tips for Families
It’s estimated that between 80% and 90% of businesses in United States are controlled by or owned by families, and as many as one-third of ...
Learn MoreDecember 15, 2015 |
Elder Costs Are On the Rise
Both enrollment and spending on Medicaid rose just under 14% in the last fiscal year. But the good news was that the per person per ...
Learn MoreDecember 14, 2015 |
The Power of Delegating Control With End-of-Life Documents
Any person should have these three end-of-life documents in his or her arsenal. While many estate planning documents consider your options after you pass away, ...
Learn MoreDecember 11, 2015 |
Tips for Estate Planning with your Parents
Parents should have a plan to avoid court intervention at the time of death. Minimizing costs while maximizing assets should be a primary goal of ...
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