Inherited Real Estate Part One: A Checklist For Heirs
January 29, 2025
A record estimated 75 trillion dollars in assets is passing to baby boomers and their heirs, including a very significant amount of residential real estate.
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real estate investing
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Luxury Home Asset Protection Issues
May 25, 2021
Here is what luxury homeowners, buyers, and sellers need to know about construction costs, closing delays, insurance, and why you are probably under-insured for the loss or damage of your home.
Conservation Easements Require Caution
May 6, 2019
My regular readers know that while I cover many different specifics of asset protection for physicians and business owners, I have several consistent core themes.
Personal Guarantee Insurance for Doctors, Investors, Business Owners
May 20, 2013
Personal Guarantee Insurance for Doctors (and everyone else) Source: Physicians Practice Non-medical business exposures that threaten doctors’ financial solvency continue to grow in scope and
HOW TO MINIMIZE OR ELIMINATE TAX LIABILITY REGARDING MORTGAGE DEBT FORGIVENESS
May 1, 2013
This week we take a look at the tax liability associated with mortgage debt forgiveness and how it can be reduced or eliminated. Given what’s
What Could Bravo’s ‘The Queen of Versailles’ have to do with Asset Protection?
April 16, 2013
Quite a bit actually as it shows the stupidity of reckless excess spending, the importance of having cash (even for the rich) and the failure
Advisor Banned By FINRA for bad OBA and R.E. deals with NFL Players
March 12, 2013
A former financial advisor who cost a group of NFL players $43 million by steering them into a bum casino investment and other bad deals
A Physician’s Start-Up Guide: Picking the Best Real Estate for Your Medical Practice
May 30, 2012
Buying the perfect building for your medical practice requires you to consider much more than “location, location, location.” In our first two discussions on starting
Short Sale Time Bomb Affects all Buyers and sellers as Mortgage Debt Relief Act Expires – 2012
March 2, 2012
Asset Protection is increasingly broadening in what people want from it, it’s not just about litigation and must include an analysis of ALL risks to
Real Estate Liabilities and Physicians’ Financial Solvency
January 26, 2012
As an asset protection attorney, my primary responsibility has always been helping clients identify and proactively plan against as many litigation-related exposures as possible. That