Protecting You and Yours

“For over 20 years, we’ve written this newsletter—month in, month out—sharing insights, cautionary tales, reminders, and legal updates with you, our valued readers.”

The firm’s own newsletter, August 2025

It is about whatever the two of them were thinking about, from dieting to the state of real estate, and it is the reason a good number of the families on the books still hear from this firm every year. Two passages from it, which are not on the firm’s website today.

“When we started the firm in 2004, times were tough. I mean, really tough. We’re talking about working for being broke kind of tough. As my partner would often remind me “I’d rather be broke and at home, then broke and go to work every day.” Unfortunately, that’s how it felt for both of us. Every. Single. Day. This went on for years.”

From the firm’s own newsletter, February 2019

“At the Asset Protection Center, from its inception, we actually chose never to let that happen... because we do the actual transfer on behalf of the client(s), the whole process may actually take more time. However, that time is actually very well spent as it ensures that the client gets what we call a Fully Integrated Estate Plan. A Legal Plan that is fully operational the moment it is complete.”

From the firm’s own newsletter, March 2017, on putting a client’s house into the trust themselves