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 ...

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 ...

Discover the advantages and risks of principal-protected notes (PPN), a fixed-income product that ensures your principal with ...

Offshore asset protection trusts remain a complex and highly specialized area of law. Like any legal strategy, they have ...

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 ...

Please provide your email address to receive an email when new articles are posted on . Physicians are constantly at risk for legal exposure. Exempt assets are, to varying extents, absolved from ...

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 ...