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 ...

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 ...

Asset protection is its own form of legal planning—one that incorporates the other types of legal planning, as well as fields such as risk management. Business owners engage in asset protection ...

Preparing for retirement can be daunting, with many finding it challenging to navigate, especially as the benchmarks for retirement readiness continually evolve. It's no longer merely about building ...

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 ...

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 ...

Lawsuits have truly become the next big business – becoming educated on how to protect assets in this litigious society is crucial. One lawsuit could leave a person homeless, bankrupt and emotionally ...

When we take on a new physician client, including a gastroenterologist, we often find that they have received little advice or direction from their CPAs in the area of asset protection. As a CPA with ...

As a restaurant owner in New York, you face complex financial and legal challenges that go beyond typical business risks. Along with operational responsibilities, you are personally exposed to ...