Thanks, Mommy!

Jean was a loving mom, and of course that became her downfall. She was 72 years old when her son decided to become a real estate developer. He had perfected the art of sitting on the sofa and watching house flipping shows, and was ready for the big leagues. One...

It’s Fire Bug Season

Our clients, Tim and Linda, were retired union workers with a small vacation property in the California mountains. They spent a few months each year away from the big city, enjoying their second home and the serenity of nature.  The serenity ended rather abruptly,...
Introduction to Asset Protection

Introduction to Asset Protection

There are a lot of people who have amassed a considerable amount of money during their life. Whether it is from a family inheritance, owning a successful company, having a high paying job, been fortunate with their personal investments, etc. Irrespective of how they...