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 ...

Divorce is a major financial risk. Early offshore asset protection can preserve wealth before courts, costs, and forced ...

A castle with one strong wall is still easy to conquer. The same is true in wealth planning. Many attorneys build asset protection structures—LLCs, limited partnerships or trusts—but stop there. These ...

A secure and satisfying retirement fund is built on two pillars. The first pillar—asset accumulation—typically gets the most attention from retirement savers, who start building that pillar as early ...

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 ...

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 ...

After reaching a certain level of success, the assets of entrepreneurs and investors can become easy targets for litigat ...

When planning for retirement, most investors concentrate on what to invest in—stocks, bonds, cash, and other assets. But an equally important, and often overlooked, decision is asset location—which ...

There has been a noticeable surge in discussion around purchasing investment property through trusts and company structures. From media commentary to investor forums and advisory circles, the question ...