Asset Protection, Finances, Retirement, Small Business, Tax Planning, Wealth Management

We are Thankful for YOU!

BY Admin | December 3, 2021

As we reflect back on the year, we are grateful for the challenges and growth that we all have gone through this year, our personal lives, business, and relationships have matured through education and increased understanding, sadness and sorrow, love, economic and financial changes. Through it all, we have each had marvelous and exciting experiences!…

Small Business

Why Single-Family Homes?

BY Admin | April 17, 2018

Single-family homes have the highest liquidity of virtually any type of real estate. –Aaron Adams, Realt estate investor Single-family homes as an asset class. I hear all the time, “why would I want single-family homes?” I want apartment complexes, or I am more interested in a commercial property or, I want to do an Airbnb house.…

Asset Protection, Small Business, Wealth Management

Personal Vs. Business Asset Protection: Which is Better?

BY Admin | May 26, 2017

We live in a highly litigious society in which people can be the recipients of lawsuits whether they are at fault or not. If, for example, a friend of your daughter’s borrows the family car and accidentally accelerates when she was intending to brake in a parking lot, the resultant crash through a storefront window…

Asset Protection, Small Business

Expert Interview Series: Tom Stansfield of The Society on Protecting Your Assets in Your Will

BY Admin | March 22, 2017

Tom Stansfield is Head of Communication and Marketing for the Society of Will Writers. We recently asked for Tom’s insight on writing a will, including things to remember when crafting your will and how to best protect your assets. Here’s what he shared: Tell us the story behind the Society of Will Writers. What is…

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