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 ...

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 ...

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 ...

Control and protection are always the key tradeoffs in irrevocable trusts. Despite what a company marketing a “special” trust may say, the more control that a trust maker keeps over an irrevocable ...

Investment management encompasses choosing, monitoring and adjusting a portfolio of assets. Here’s what it involves, why it matters and how to approach it ...

In today’s litigious and highly transparent environment, protecting wealth is no longer viewed as an optional strategy; it is a fundamental component of responsible financial planning. High-net-worth ...

Your financial house can topple at any moment. All it takes is one lawsuit, economic slump, or business dispute. More individuals, families, and business owners are now realizing that storing money ...

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 ...