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Article Written for : Florida Bar Journal

by Eric Boughman and Gary Forster

An often overlooked, but essential component of asset-protection planning is making a careful assessment of a client’s financial status. Although timing is generally considered the most critical element of asset protection, due consideration must be given to both the value of assets exchanged and the effect of plan implementation on one’s balance sheet.

Article Written for: Daily Business Review's Board of Contributors

It has been said that the term “eavesdropper” evolved from those who stood under the eaves of a house to surreptitiously listen to the goings-on inside. In this age of digital advancement, we now invite eavesdroppers into our homes and offices in the form of artificially intelligent digital assistants. While devices like the Google Home, Apple’s Siri and the Amazon Echo offer great convenience and enjoyment, there are privacy trade-offs; and some are less obvious than others.

Article Written for: Financial Advisor Magazine

Devices like Amazon Echo, Google Home and the forthcoming Apple Homepod are bringing artificial intelligence to the masses. They offer the potential to increase our efficiency by managing our calendar, contacts and to-do lists. With a simple verbal command, they can bring us customized news briefings and stock market reports and even brighten us up with music and jokes. I am a fan, but if you decide to invite one of these devices into your daily routine, you need to understand the privacy implications.

We cater to the professional, entrepreneur and investor seeking customized domestic and international asset protection strategies.

Our firm also analyzes potential exposure to individuals and businesses and provides strategies to insulate vulnerable assets.

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