The Mortensen Case: What Went Wrong?

Asset Protection Trusts can be very useful tools as a part of a well thought out, comprehensive asset protection plan.   In a recent blog, we took a look at DAPT trusts and the pro’s and con’s associated with this particular type of trust. An interesting case in which a domestic asset protection trust failed to… Read More »

Asset Protection is Essential for Doctors, Lawyers, and Other Professionals

We all know that there are certain risks that come simply with owning property and building wealth; this is why just about everybody has some kind of insurance coverage, from simple home or auto insurance to more complicated asset protection strategies. But doctors, lawyers, accountants, and other “professionals” carry a different kind of risk; these… Read More »

Help Elderly Relatives Protect Assets from Scam Artists and Financial Abuse

According to this article on CNBC, “Roughly half the population over 80 suffers from significant cognitive impairment — problems with memory, language, thinking and judgment. That includes one in five who have dementia.” This cognitive decline can have very serious consequences on many levels. “Elderly investors regularly harm their finances, or their families, through ill-considered… Read More »