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  • ABOUT
    • Introduction
    • Consultation
  • Education
    • Asset Protection
      • Asset Protection Strategies
      • Asset Protection Services
      • What Is Asset Protection?
      • Why Do I Need To Protect My Assets?
      • Asset Protection Plans
      • 9 Keys To Asset Protection
      • Asset Protection: How Does It Work?
      • Physicians Asset Protection
      • Doctors – Minimize Your Malpractice Insurance
    • Real Estate
      • Home Equity Acceleration Plan (H.E.A.P.™)
      • Real Estate Protection
      • Protect the equity in your home
      • Deeds – Is Your Home Titled to Protect You?
      • Protecting The Personal Residence
      • Sign up for a Free Consultation
    • Family Trusts
      • Revocable Living Trusts
    • Medicaid Planning
  • RISK
    • Investment Risk Quick Score App
    • Analyzing Risk
  • SHOP
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Home Archive by category "Videos"

Category: Videos

Medicaid Planning Video – Protect Your Assets

Protect Your Assets and Your Home Medicaid used to be simple.  The home or family farm was a protected asset.  Sure, you may have had to spend down nearly every last dime, but at least your little slice of the American Dream was... Continue reading

Bad Advisors: How to Identify Them; How to Avoid Them

Quotes from advisors who have read the book:             Great book! Finally, someone has addressed the problems in the financial services industry and the inherent conflicts of interest with many advisors. It was an easy read and one I believe non-financial professionals will... Continue reading

H.E.A.P. Home Equity Acceleration Plan

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Dan Mitchell – Budget Numbers with John Stossel

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Dan Mitchell Commenting for CNBC on the Economic Impact of Obama’s Higher Tax Rates

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Dan Mitchell Commenting on the Debt Limit and Government Spending Burden for FBN

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Giving Your Assets to Your Spouse

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Flex Trust

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Funding a Trust

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Charging Order and LLC’s

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Spendthrift Trust is not always protected in Bankruptcy

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Equitable Ownership in Bankruptcy

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Showing 1–12 of 14 posts

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Financial Risk Analysis

Investments Too Risky? It’s tough to determine which investments to use if you don’t know your own risk tolerance.

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