Every financial adviser knows this story in one form or another. It is Friday afternoon, 10 minutes to the market close. Your biggest client calls with a problem. “My daughter lost her wallet. She’s traveling in India. She has no cash, no credit card, no...
Here’s more from Ike Devji’s white paper on asset protection: It is a great idea to have an umbrella policy, but you and your liability carrier have different ideas about what umbrella means. To you it means everything, to your carrier it means specific...
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...
Ike Devji will guest on Acrimoney later this week. He’s put together a white paper on asset protection that is a must-read for investors. Here a quick idea of what’s in store: Common Fatal Flaws of Asset Protection Planning FAILING TO ACT THINKING...
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...
Norb Vonnegut
The New York Times describes my novels as “money porn,” “a red-hot franchise,” and “glittery thrillers about fiscal malfeasance.” Through fiction I explore the dark side of money and the motivations of those who have it, want more, and will steamroll anybody who gets in their way.
The New York Times describes my novels as “money porn,” “a red-hot franchise,” and “glittery thrillers about fiscal malfeasance.” Through fiction I explore the dark side of money and the motivations of those who have it, want more, and will steamroll anybody who gets in their way.