As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

So, you’ve been contemplating calling an estate planner for years to get a will. That is likely not enough. Certainly, you should have a durable power of attorney to address financial and legal ...

Asset protection planning is where a person takes steps to disassociate themselves from their current assets so that they are no longer available to creditors. Although asset protection planning as a ...

If you’re like most people, you worked hard all your life, raised a family, and provided a leg-up for your children. But now that you need care, the cost is going to wipe out your family’s assets in ...

The field of asset protection is often stigmatized. The phrase may inspire thoughts of “deadbeats, scam artists, and tax evaders.” 1 However, the concept has become common and refers to nothing more ...

Please provide your email address to receive an email when new articles are posted on . Among the various types of liability that physicians may face, including employee claims, HIPAA violations, ...

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 ...

Real estate investors and developers understand and embrace risk but do not always judge it well. When the market is hot, many developers, investors and owners sign personal guarantees. Now that the ...

Let’s work off of this premise: an estate planner’s job is to help a client pass their value and values to the following generations to the fullest extent possible, addressing as many of the obstacles ...

What Is an Asset Protection Trust? An asset protection trust is an irrevocable trust used to protect your assets from creditors, unjust lawsuits, and court decisions. Typically, they are funded with ...

Trusts offer many significant benefits for estate planning, including asset protection and efficient wealth transfer. As the leading authority on tax management and wealth generation, Tom Wheelwright ...

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 ...