Asset Protection

MDS is an affliction that affects many young adults each year.  Most likely, they are well adjusted and mature enough to handle everyday life. However, you can't control who they marry, hit with your car, or encounter a liability suit you never imagined. There are very simple preventative measures to combat MDS (Maturity Deficit Syndrome).

In addition to families with MDS, there are high risk occupations that attract lawsuits like flies to honey (or something like that).  Obstetricians, anesthesiologists, CEOs and CFOs of public companies, to name a few.

What to do?  Our tool kit might include:

  • Put your assets in your spouse’s name
  • Stuff your retirement plans
  • Liability insurance checkup
  • Trusts, both domestic and the off-shore kind
  • Avoid the risky part of your profession

Barrons

Barron's first ever listing of Top 100 Independent Financial Advisors for 2007. More

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