Monthly Archives: March 2013

REAL Wealth Management – Wealth Distributions and Transfers

This week, we address what I consider to be the third aspect of a genuine wealth management program -distributions and transfers of one’s assets.  Distribution encompasses both transfers made while one is living, inter vivos transfers, and transfers made after … Continue reading

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Posted in Asset Protection, Retirement, Retirement Distribution Planning, Retirement Planning, Wealth Distribution, Wealth Management, Wealth Preservation | Tagged , , , , , , | Leave a comment

REAL Wealth Management 2019- Preservation

When I tell people that I am a wealth preservation attorney, I often get the obligatory inquisitive look, followed by “what’s that” question. In my law practice, wealth preservation law covers several areas of the law, primarily wealth management, tax … Continue reading

Posted in Asset Protection, Investment Fraud, Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement Planning, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , , , , | Leave a comment

Dividend Investing vs. Variable Annuities

Excellent analysis of problems with variable annuities from the “Seeking Alpha” web site . Only thing missing is discussion of the use of inverse pricing on VA’s annual fees, producing windfall for VA issuer at expense of VA owner. “Seeking … Continue reading

Posted in Investment Portfolios, Investor Protection, Portfolio Construction, portfolio planning, Portfolio Planning, Retirement Plan Participants, Wealth Accumulation, Wealth Management, Wealth Preservation | Tagged , , , , , , , , , , | Leave a comment