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Articles Posted in Asset Protection

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Houston Business Owners Should Address Risk Management

Asset protection is the process of employing risk management products and legally acceptable solutions to ensure a person’s wealth is not unjustly taken. Ever heard of the rule of entropy? Roughly, it says that things tend toward chaos. So it is with business and the chaos of litigation. If you…

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Houston Home Owners Should Know Key Issues Of Reverse Mortgages

Death of the borrower triggers the loan payoff, but the estate and heirs will never owe more than what the home is worth. Family homes are unique assets. And like many assets, family homes can be as complicated as they are meaningful. Even when heirs inherit a home with no…

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An IRA That Protects Heirs From Themselves

One big advantage of the trusteed IRAs: IRA owners can prevent their beneficiaries from spending down the accounts right away. An IRA is a very powerful tool, if you use it right. Your IRA can essentially serve estate planning purposes beyond simple retirement funding in the form of a “trusteed…

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Prenup: The “Other” Proposal for Houston Couples

Generally, the best candidates for a prenup, besides anyone with substantial assets, are those going into a second or third marriage, says Bonnie Sockel-Stone, a marital and family attorney in Miami, Florida.  A prenup proposal is a bit of an oxymoron. With a marriage proposal, you are pledging to love…

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