Category Archives: Podcast

11 Dec

Asset Protection Today Podcast: Dynamics of Having No Family

In our previous episode, we told you how all families should implement an overarching plan to protect their assets. But what should you do if you have no family? You will still need the right kind of legal documents and you will need to make some choices when it comes to trusted individuals. For these

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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

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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

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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

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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

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25 Oct

Asset Protection Today Podcast: DNR

The DNR (Do Not Resuscitate) order, otherwise referred to as an AND (Allow Natural Death), only apply to situations where a patient is no longer lucid. Either the patient’s heart has stopped or the patient is no longer to breathe on their own, and the patient has determined ahead of time that they do not

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22 Oct

Asset Protection Today Podcast: Living Wills

On this Asset Protection Today podcast we talk about the issues and planning necessary so you can protect your assets — but we turn to a topic that is difficult for many to address: a living will. However, in the grand scheme of things, it is equally important — not so much for asset protection but

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19 Oct

Asset Protection Today Podcast: Medicare Enrollment

As seniors near age 65, there are often important decisions that they must make about their Medicare election. Unfortunately, most people fail to seek good advice about maximizing their benefits under this program. Medicare is not automatic; you must sign up and make elections inside the system. These elections can be more complicated than you

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