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 ...

Recently, a friend attended a seminar on asset protection. Based on information that my friend provided to me, the seminar seemed to be what has become a disturbing trend. To be certain, asset ...

WTW (NASDAQ:WTW), a leading global advisory, broking and solutions company has today announced its acquisition of Redefind, an end-to-end web-based platform, designed to facilitate access to insurance ...

The Corporate Transparency Act has experienced significant turbulence since its inception in 2021, highlighting growing instability within the U.S. financial system. In what is described as ‘legal ...

Please provide your email address to receive an email when new articles are posted on . Physicians interested in estate or asset protection planning inevitably inquire about the use of trusts.

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 ...

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 ...

Futurionex, a digital asset trading platform, today announced the completion of key enhancements to its client asset ...

The following excerpt is from Mark J. Kohler‘s book The Tax and Legal Playbook. Buy it now from Amazon | Barnes & Noble | IndieBound | Entrepreneur Books Every year I’m in practice, I’m further ...

After a lifetime of work, many older Americans or retirees have built a solid portfolio of assets. It's very important to ...

Both transfer an estate to heirs, but only a trust can skip probate court Matthew Jarrell is the founder of DocSpot Financial. He has 5+ years of experience creating investment, tax, and estate ...

Ed Bosarge’s high-profile divorce has garnered lots of media attention, with the 81-year-old Houston billionaire being accused of using a web of trusts and limited liability companies to shelter his ...