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 ...

Most financial plans focus heavily on growth but overlook risk management and asset protection. For high-earning ...

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 ...

Please provide your email address to receive an email when new articles are posted on . In previous articles, we introduced the concept of asset protection planning — implementing techniques to shield ...

With more investors diversifying their investment portfolios, cryptocurrencies and other kinds of digital assets (i.e., non-fungible tokens “NFTs”) have become a more popular option in recent years.

Recently, a friend attended a seminar on asset protection. Based on information that my friend provided to me, the seminar seemed to be what has become a disturbing trend. To be certain, asset ...

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 ...

After reaching a certain level of success, the assets of entrepreneurs and investors can become easy targets for litigat ...

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 ...

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 ...

Both transfer an estate to heirs, but only a trust can skip probate court Matthew Jarrell is the founder of DocSpot Financial. He has 5+ years of experience creating investment, tax, and estate ...