Comments on: Protecting What You Have

By: Rick Kahler: Money Scripts and Asset Protection Strategies | Financial Awakenings

Mon, 23 May 2011 11:34:46 +0000

[...] your assets beyond reach of a judgment resulting from a frivolous lawsuit is the heart of a good asset protection strategy. It includes owning your assets in trusts, LLCs, or corporations that are located in multiple [...]

By: Rick Kahler: Financial Planning Fees and Perceived Value | Financial Awakenings

Mon, 25 Apr 2011 15:41:56 +0000

[...] of the few true fee-only financial planning firms in a multi-state region, we also specialize in asset protection, financial therapy, and real estate, which gives us basically no one to compare [...]

By: Jerry

Jerry — Thu, 25 Feb 2010 19:16:07 +0000

Interesting article, but long on generalities and short on details. Would have hoped article (not too late) would have addressed:
1) at what wealth value would you recommend initiating legal protections?
2) you must have some idea from clients what these legal costs are in relationship to varying wealth values.
3) do you provide local referrals for best legal value?