There has lately been a renewed interest by clients in asset protection planning. A problem for these clients and their planners who are unfamiliar with asset protection planning is that there is ...

An important gap in many financial plans is the failure to review with an estate planner the potential risks to losing assets and the ways available to protect those assets. The risk to estate leakage ...

Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...

As cryptocurrencies like Bitcoin surge to unprecedented values—crossing the $100,000 mark at the time of this writing—both seasoned investors and newcomers are pouring billions into this thriving ...

Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...

Over the past few decades much has been written about the benefits of engaging in asset protection planning to protect one’s legacy from future unknown, unforeseen lawsuits and other third-party ...

Planning and Asset Protection for Franchise and Small Business Owners Asset protection for the business should take into consideration protecting the operating assets for the business. Asset ...

For many ultra-high-net-worth families — those with $30 million or more who have spent decades building significant wealth — asset protection can feel like building a fortress during peacetime. You ...

Please provide your email address to receive an email when new articles are posted on . Physicians are constantly at risk for legal exposure. Exempt assets are, to varying extents, absolved from ...

Daniel L. Daniels, David T. Leibell and Russ Alan Prince As anyone who rides public transportation or watches late-night TV can attest, our society is a litigious one. We've all seen the ads: “Have ...

Amid growing concerns around financial lawsuits and wealth vulnerability, Blake Harris sat down with The Rhonda Swan Show to share how entrepreneurs can stay ahead with smart, legal strategies. In ...