Asset Protection Made Easy

There are several components to a sound asset protection plan, and luckily, you’ve almost certainly got some of them in place based on what’s legally required of you and the types of investment accounts available to you.

Along with estate planning, asset protection is one of those areas peripheral to investing that is not a strong suit of mine. Both can be done in either a simple manner or an incredibly complex one.

I’ll share an overview of Dr. Dahle’s latest book and what changes I may implement based on what I learned while reading it.

Asset Protection Made Easy

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While it is stressful to be named in a malpractice suit — it happened to Dr. Dahle twice in his first months as an intern — most lawsuits result in neither a settlement or judgment against the defendant.

Medical Malpractice

If there is a big mismatch in what two partners bring into a marriage in terms of assets or debts, it may be wise to set some financial parameters before tying the knot. If you have children, and those children learn to drive, they represent a risk to your assets every time they depress the accelerator.

Love and Marriage

Dr. Dahle torpedoes the fallacy that your umbrella policy limits should reflect your net worth. Rather, it should reflect a reasonable expectation of the most you might be successfully sued for.

Insurance

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