Asset protection strategies can legally shield assets from lawsuits, creditor claims or unwanted beneficiaries. Many, or all, of the products featured on this page are from our advertising partners ...

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 ...

Revocable living trusts are often the core estate planning vehicle for the basic estate plan. Generally, revocable living trusts are touted as an incredibly versatile estate planning tool, which ...

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 ...

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 ...

Please provide your email address to receive an email when new articles are posted on . As advisors to physicians throughout the U. S., we often learn what misconceptions physicians have regarding how ...

A domestic asset-protection trust (DAPT) is an irrevocable self-settled trust in which the grantor is designated a permissible beneficiary and allowed access to the funds in the trust account. If the ...

Coral Gables, Florida , Dec. 26, 2025 (GLOBE NEWSWIRE) -- A recent legal analysis highlights a critical limitation in traditional estate planning strategies, revealing that living trusts alone often ...

Navigating the labyrinth of asset protection can be daunting. HR is not just a bystander but a vital educator in safeguarding an employee's hard-earned wealth. This narrative often orbits around two ...

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 ...