In 2025, affluent retirees face an increasingly complex financial landscape. Protecting and growing wealth now requires a multifaceted approach, and the stakes are particularly high when dealing with ...

The creator economy has entered a new phase of maturity, with the addressable market for creators and influencers estimated at around $250 billion in 2023, a figure projected to almost double over the ...

Long-term care costs are expensive and continuing to rise. As more people recognize that care costs could easily wipe out a lifetime of savings, families turn to a variety of ...

The Spousal Limited Access Trust (SLAT) is mostly used to transfer assets out of the donor’s taxable estate yet provide “limited” access to the donor’s spouse and other beneficiaries. Not just for the ...

Virginia has earned the grade of a 'D' in a report from the National Consumer Law Center (NCLC) for failing families from wage and asset seizures.

Post-claim transfers usually fail .... and worse. Back in 2013, I wrote the article "Existence Of Claim Renders Some Clients Seeking Asset Protection Effectively Dead On Arrival", which warned against ...

Real estate investors and developers understand and embrace risk but do not always judge it well. When the market is hot, many developers, investors and owners sign personal guarantees. Now that the ...

Colorblind Images LLC / Getty Images Asset protection just got a huge boost in Texas. Few people noticed. They should have. Gov. Greg Abbott signed into law Senate Bill 2314, effective Sept. 1, 2023.

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 ...

Planning for long-term care is a crucial but often overlooked part of estate planning. Determining who will care for you and how that care will be paid for can be an uncomfortable conversation, yet it ...

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 ...

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 ...