New ranking system evaluates 50 countries across seven key factors affecting international wealth management and ...
Why preserving wealth demands proactive discipline, compliance, and planning long before risk or disputes emerge.
Jeffrey M. Verdon is a partner and chair of the Asset Protection Practice Group at Falcon Rappaport & Berkman LLP, a full-service law firm based in New York and working from the Newport Beach, Calif., ...
The creator economy has entered a new phase of maturity, with the addressable market for creators and influencers estimated at around $250 billion in 2023, a figure projected to almost double over the ...
Long-term care costs are expensive and continuing to rise. As more people recognize that care costs could easily wipe out a lifetime of savings, families turn to a variety of ...
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 ...
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 ...
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 ...
Colorblind Images LLC / Getty Images Asset protection just got a huge boost in Texas. Few people noticed. They should have. Gov. Greg Abbott signed into law Senate Bill 2314, effective Sept. 1, 2023.
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 ...
Owning and operating a restaurant in New York comes with significant financial and legal responsibilities—especially when real estate is part of your investment portfolio. As a restaurant owner, you ...