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 ...

Asset protection planning is where a person takes steps to disassociate themselves from their current assets so that they are no longer available to creditors. Although asset protection planning as a ...

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 ...

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 field of asset protection is often stigmatized. The phrase may inspire thoughts of “deadbeats, scam artists, and tax evaders.” 1 However, the concept has become common and refers to nothing more ...

With the average cost of nursing home care exceeding $12,800.00 per month, families are concerned about how they will pay for that care. No one wants to be placed in a nursing facility, but the ...

Post-claim transfers usually fail .... and worse. Back in 2013, I wrote the article "Existence Of Claim Renders Some Clients Seeking Asset Protection Effectively Dead On Arrival", which warned against ...

In 2009, New Hampshire joined what was then a small group of states that statutorily permitted the creation of a domestic asset protection trust (“DAPT”). Although today, 20 states in the U.S. allow ...

How do they differ from financial advisors and wealth managers?

Amid growing concerns around financial lawsuits and wealth vulnerability, Blake Harris sat down with The Rhonda Swan Show to share how entrepreneurs can stay ahead with smart, legal strategies. In ...