Tag archive for ‘insurance’

• Do You Need A Second Opinion?

  1 March 11 • 2 comments

  

  I’d like to welcome Steve Williams, a new blogger at Acrimoney. In this post, he raises an important, common-sense question. Why not get a second opinion on your financial affairs?

• Fatal Flaws of Asset Protection Planning

  13 May 10 • 4 comments

  There is no such thing as a legally recognized “specialist” in the field of Asset Protection, as the Bar Associations of most jurisdictions recognize only a handful of certified specialties including personal injury, maritime law, domestic relations law, and bankruptcy, among others.

  That being said, there are practitioners that have achieved “expert status” simply by doing good work that withstood the test of time for many people. Despite the differences in strategy and opinion many of these reputable planners may employ, there are some factors that we all have to address in both new plans and in the all too common instances where we have to rehab or salvage poorly executed planning.

  Here is a short summary of issues to keep in mind when addressing this crucial issue; please bear in mind that information in forums like this is not specific to you, is written in the broadest terms and is never a substitute for consulting with an experienced professional:

• What Does “Umbrella” Insurance Cover?

  6 May 10 • Comments Off

  It is a great idea to have an umbrella policy, but you and your liability carrier have different ideas about what umbrella means.

• What is Asset Protection?

  4 May 10 • Comments Off

  Back in February I described asset protection as the legal techniques that protect your wealth from creditors and predators. Here’s what I wrote:

  “Is asset protection some kind of euphemism for stiffing banks? No way. It’s more about planning before you borrow the first dollar, about defining what assets are available to lenders if things go bad. Better to work out these details in advance. Negotiations can be one-sided as creditors bear down during duress.”

• 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, [...]

• Health Care Makes Me Sick

  18 January 10 • 7 comments

  

  Aetna reinstates customer who made $64 error I haven’t followed the pending health care legislation. Not closely anyway. But from personal experience, I know something needs to give. Health care is broken: pre-existing conditions, reliance on employers, incomprehensible coverage. You know what I’m saying. Here’s a horror story I just read. According to The Los [...]

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