What Type of Baby Boomer are You?

Baby boomers, or those born between 1946 and 1964, make up nearly 30% of the U.S. population. With this group reaching retirement age, new concerns are emerging when it comes to planning for retirement and long-term … [Read more...]

New Case Showing Why Domestic Asset Protection Trusts (DAPTs) Don’t Work!

Dr. Charles Dahl and his wife Kim were married for eighteen years. In 2002, Charles executed a trust entitled "The Dahl Family Irrevocable Trust" that named Charles as Settlor, his brother Robert as Investment Trustee, and Nevada … [Read more...]