Asset protection strategies can legally shield assets from lawsuits, creditor claims or unwanted beneficiaries. Many, or all, of the products featured on this page are from our advertising partners ...

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 ...

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 ...

As a longtime matrimonial attorney, I know that no divorce is simple—high-net-worth divorces least of all. Asset division is a complex process, filled with financial and emotional nuances. When I ...

Asset protection is its own form of legal planning—one that incorporates the other types of legal planning, as well as fields such as risk management. Business owners engage in asset protection ...

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In 2025, affluent retirees face an increasingly complex financial landscape. Protecting and growing wealth now requires a multifaceted approach, and the stakes are particularly high when dealing with ...

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 ...

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 ...