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 ...

Bankruptcy is the place where many a well-structured asset protection plan has crashed and burned, for any of the reasons (and more) that are below discussed. Thus, some asset protection planners will ...

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 ...

This is an archived article and the information in the article may be outdated. Please look at the time stamp on the story to see when it was last updated. ST. LOUIS, Mo. _ During the working years, ...

“Anybody with wealth needs to plan,” says Shenkman. Estates with values exceeding the exemption amount by more than $1 ...

Forbes contributors publish independent expert analyses and insights. This article is more than 10 years old. The typical scenario involves a client who comes into your office and is financially ...

There’s an acronym few financial advisors are familiar with — but they absolutely should get to know. DAPTs, the abbreviation for self-settled domestic asset protection trusts, can play an important ...

Trust planning is a good way to avoid probate and to protect assets, but all trusts do not serve the same purpose. The ...

Donlevy-Rosen & Rosen, P.A., a law firm focused on offshore asset protection planning, announced the release of a new guide highlighting how offshore trust asset protection strategies are emerging as ...