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Posts By Author: Melissa Takaaze

Protect Your Family from Lawsuits with a Domestic Asset Protection Trust

Conversations with family, friends, and colleagues can sometimes wander into the topic of lawsuits, divorces, bankruptcies, and other threats that put one’s property at risk of loss to a creditor…. Read More »

Retirement Account Basics for 2020

The COVID-19 pandemic has led to volatile markets, and your retirement account may have a much smaller balance than only a few short months ago. In response to the economic… Read More »


Discover Asset Preservation Secrets and Strategies at an Upcoming Workshop

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