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 ...

Divorce is a major financial risk. Early offshore asset protection can preserve wealth before courts, costs, and forced ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. A Delaware court (by the Magistrate in Chancery) recently upheld 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 ...

Equity stripping reduces property equity to deter creditors or facilitate predatory lending. Understand the process and ...

Learn 5 levels of asset protection for real estate investments. Discover how revocable living trusts, insurance, LLCs, and ...

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 ...

As more governments move to classify crypto as “unclaimed property,” billions in dormant assets could be liquidated and ...

Gifting property outright means you relinquish all control. Once the deed is in your children’s names, they can sell, ...

Award-Winning Firm Expands Managed Legal Expertise©™ Framework to Address Paradigm Shift from Fiat-Only Portfolios to ...