Monthly Archives: November 2018

15 Nov

Asset Protection Today Podcast: What is a Real Estate Exchange?

Real estate can be an excellent investment under the right circumstances. When it comes to owning an investment property, what are your options when you’re interested in moving on? In this episode, Bill explains the concept of the real estate exchange, a method of replacing one investment property with another, without having to foot a

Read More
13 Nov

Asset Protection Today Podcast: The Truth About Annuities

It seems that everyone wants to sell you an annuity for every situation. While annuities sound like safe investment options, they aren’t nearly as good as they sound. Annuities are often complicated legal contracts that consumers do not fully understand. People just don’t know what they’re purchasing. In essence, you are giving up control of

Read More
08 Nov

Asset Protection Today Podcast: The Cost of a Long Term Care Crisis

Families frequently come to our law office seeking help for a long term care crisis.  Long-term care needs cause the loss of independence and the depletion of assets and they know we can help.  In one instance, a couple saved enough cash and retirement assets to support them for their lifetime.  However, one spouse’s chronic

Read More
02 Nov

Asset Protection Today Podcast: An Auto Insurance Horror Story

Basic asset protection planning consists of four main components to make sure you are well protected. The first and most important component is a good liability insurance policy—and that normally means an umbrella policy to give you adequate coverage. You need to take care of this component first, which makes the other components work. Secure

Read More