Category archive for ‘Tools’

• Asset Protection For The Middle Class?

  4 March 10 • 14 comments

  You Bet! As an Asset Protection lawyer that works with high net worth clients nationwide I have a large variety of the most sophisticated legal and financial tools at my disposal to help protect my clients. When Norb Vonnegut asked me for an Asset Protection primer and wealth tools that apply to everyone for Acrimoney, [...]

• Asset Protection: 10 Tips for Every Investor

  28 February 10 • Comments Off

  What is asset protection? As a stockbroker, I warned clients about “predators and creditors.” Let’s face it. We live in a litigious world. Get in a car wreck, and your assets may be attacked. Homes. Family businesses. Savings. And predators aren’t restricted to collisions on the highway. There’s always the altar. Is asset protection some [...]

• What Slang Should We Ban During 2010?

  2 January 10 • 2 comments

  

  I just saw Lake Superior State University’s (“LSSU”) 35th annual list of words or expressions that should be banned. The committee attacks slang sweeping through our culture like “tweeting,” “sexting,” or the ever popular “chillaxin,” which is a cross between “chillin” and “relaxin.”

• Top Ten Ways to Spot Financial Fraud

  5 May 09 • 3 comments

  

  With this question in mind, I offer the “Top Ten Ways to Spot Financial Fraud.” The list won’t make Letterman. But the purpose isn’t to be funny. It’s to help you identify the bad guys through “touch and feel” rather than in-depth knowledge of the capital markets.

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