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

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 ...

Question: I understand that when you set up a trust, the assets that are in the name of the trust are protected from lawsuits and creditors. If this is so, it seems like that in today’s litigious ...

Donlevy-Rosen & Rosen, P.A., a Coral Gables–based law firm focused on asset protection planning, announced an expanded focus ...

The Spousal Limited Access Trust (SLAT) is mostly used to transfer assets out of the donor’s taxable estate yet provide “limited” access to the donor’s spouse and other beneficiaries. Not just for the ...

For restaurant owners, protecting business and personal assets from lawsuits, creditors, and financial risks is essential. One of the most effective legal strategies is using trusts to shield wealth ...

Learn how irrevocable trusts protect assets, reduce estate taxes, and provide long-term financial control by placing wealth under the management of an independent trustee.

Protecting assets against loss is a common goal of estate planning. Asset protection trusts come in many different forms and can be used to protect property for the use and benefit of clients as well ...

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 ...

Trusts are an essential financial planning tool that CPAs should consider for clients with even a modest amount of wealth. By having a thorough understanding of common uses for trusts, practitioners ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

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 ...