Tax Scam Warning – Fraud and ID Theft in 2015

Tax filing related scams are at all-time high and we are warning our clients about some specific fact patterns and known risks.  These criminal scams take many forms including mail, phone, email and now even social media and texts. Phone calls and email still seem to make up the bulk of the attempts, make sure […]

Holiday Shopping, Cyber Crime and Personal Secuirty – Asset Protection

Whether you are a Black Friday, Cyber Monday or everything in-between shopper, the number of threats to your wealth and assets both in person and online at a  high at this time of year. Here are some issues to look out for to protect yourself, your family and the joy of the Holidays. Yes, this is […]

Essential Legal and Financial Documents, an Emergency Checklist

Finding key documents can be trying and laborious under the best circumstances, even with plenty of notice, like at tax time every year. Finding them under stress or worse, having to have someone else sort through the entirety of the paperwork you have hoarded after an emergency, death or other crisis is often impossible. This […]

Personal Security: How to Survive a Workplace or Public Building Shooter

Being informed and trained is key to any personal security issue.  This is an unfortunate reality today, as long as there is mental illness or the desire to commit harm we will face these exposures from time to time. A crsis is not the first time you should have considered issues like cover and exits.  […]

“Prepping” from an Asset Protection Point of View – What is Your Family Ready For?

This article originally appeared in Physicians Pracrtice as a two part series, I provide both below. Asset Protection is not just about lawsuits. It’s about a rational understndinig of all risks and exposures and being prepared for them, it’s a state of mind that provides the confidence of being prepared for the unexpected. Sometimes those unexpected […]