After a lifetime of work, many older Americans or retirees have built a solid portfolio of assets. It's very important to ...

Asset protection can ensure your financial plan stays on track George Lambert has spent 30+ years in the financial industry; his roles include CFP, certified divorce financial analyst, and FINRA ...

There has lately been a renewed interest by clients in asset protection planning. A problem for these clients and their planners who are unfamiliar with asset protection planning is that there is ...

Why would you leave your largest asset exposed to potential creditors when there is a simple, cost-effective strategy to ...

IMGCAP(1)][IMGCAP(2)]Effective asset protection requires the strategic use of several legal components. Processing Content These include the transfer of assets to protective structures (such as ...

Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to pay one’s debts. They think that asset protection planning is immoral because it prevents 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 ...

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 ...

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 ...