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Adult son needs mommy

by Dennis Beaver | asset protection, conservatorship, settlement

May 25, 2018 • By Dennis Beaver “Mr. Beaver, many years ago you wrote a touching article about a young CPA who was horribly injured in a bicycle accident. Why, I cannot tell you, but for some reason I remembered that story. “Two months ago my nephew, Brian, was struck...

Be on top of insurance and annuities

by Dennis Beaver | annuity, asset protection, insurance

April 20, 2018 • By Dennis Beaver 
 If you have any type of insurance policy from MetLife – in fact from any insurance or annuity company – our story should cause you to take certain steps to protect future payments, and we begin with this question: “Does...

Planning for the expected unexpected

by Dennis Beaver | asset protection, estate planning, senior care, will

August 11, 2017 • By Dennis Beaver  “My father died recently with no will or trust, and we are just going crazy trying to locate deeds to property, insurance policies, bank accounts and so on. We urged him to address these issues when he was first diagnosed with...

Recognizing the signs of financial elder abuse

by Dennis Beaver | asset protection, power of attorney, retirement

July 28, 2017 • By Dennis Beaver  In addition to all the other issues which revolve around getting older, a significant percentage of America’s aging population have more things to deal with, as the following email from Central California reader “Annie” describes:...

Financially handcuffing your children

by Dennis Beaver | asset protection, drug use, trusts

June 23, 2017 • By Dennis Beaver  It is a conclusion parents never want to reach. “Our son is a failure and will never accomplish a thing. Can I protect him from his laziness and financial incompetence so that he doesn’t wind up homeless?” Earlier this year one of our...

Lend to friends and risk getting sued

by Dennis Beaver | asset protection, consumer, consumer credit

May 26, 2017 • By Dennis Beaver If you ask most lawyers if it’s a good idea to loan a friend money to buy a car, you’ll probably hear a line from Shakespeare: “Neither a borrower nor a lender be.” The second part of that famous quote is less often heard: “For loan oft...
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