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 ...

Revocable living trusts are often the core estate planning vehicle for the basic estate plan. Generally, revocable living trusts are touted as an incredibly versatile estate planning tool, which ...

Asset protection isn’t a magic bullet. Our goal is often to discourage the creditor—make it difficult and expensive to collect on a judgment against our client. There’s always the risk that a creditor ...

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 ...

Offshore trusts can be a smart and secure way of protecting your assets and safeguarding your wealth against potential creditors and legal claims. For many Americans over age 50, building and ...

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 ...

A domestic asset-protection trust (DAPT) is an irrevocable self-settled trust in which the grantor is designated a permissible beneficiary and allowed access to the funds in the trust account. If the ...

Navigating the labyrinth of asset protection can be daunting. HR is not just a bystander but a vital educator in safeguarding an employee's hard-earned wealth. This narrative often orbits around two ...

A common concern of estate planning and business planning clients is protecting their assets from a future creditor claim. These claims can arise in the operation of a business, the provision of ...

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 ...