This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. At least once a week I review somebody's asset protection plan. Sometimes, this is because I ...

Discover how modern owners can manage digital risk, protect valuable assets, and achieve greater financial clarity through ...

Debunking the viral 3-layer asset protection plan for real estate investors: Why revocable trusts and LLCs offer flawed security against creditors.

Consider that most estate plans include some level of asset protection by their nature, even when a client may not specifically be focused on asset protection planning strategies. Recognize that a ...

Ed Bosarge’s high-profile divorce has garnered lots of media attention, with the 81-year-old Houston billionaire being accused of using a web of trusts and limited liability companies to shelter his ...

The following excerpt is from Mark J. Kohler‘s book The Tax and Legal Playbook. Buy it now from Amazon | Barnes & Noble | IndieBound | Entrepreneur Books Every year I’m in practice, I’m further ...

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 ...

If you’re like most people, you worked hard all your life, raised a family, and provided a leg-up for your children. But now that you need care, the cost is going to wipe out your family’s assets in ...

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 ...

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 ...