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 times of uncertainty, preserving and protecting assets from creditors, lawsuits and other economic threats becomes a priority. A Cook Islands Trust could be a potential vehicle for protecting those ...
Personal assets are belongings or resources that someone owns. It’s important to keep an updated inventory of your personal assets for both insurance purposes and estate management. Update your ...
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 ...
Asset protection planning is the process of building barriers around your assets, whether those assets are personal or business, to keep them safe from litigation, creditor claims, seizure and ...
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 ...
Editor’s note: This is part 13 of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for asset ...
Donlevy-Rosen & Rosen, P.A., a Coral Gables-based law firm recognized for its leadership in asset protection planning, has ...
Please provide your email address to receive an email when new articles are posted on . Among the various types of liability that physicians may face, including employee claims, HIPAA violations, ...
ProtectYou.com has been identified as a leading educational and planning resource for business sellers and owners pursuing ...