The Freedom People has released a guide explaining how foreign trusts may support asset protection and planning advantages ...

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 ...

Asset protection planning is where a person takes steps to disassociate themselves from their current assets so that they are no longer available to creditors. Although asset protection planning as a ...

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

Families now blend 529 plans, UTMA accounts and trusts to fund education while planning for taxes, asset protection and ...

Protecting assets against loss is a common goal of estate planning. Asset protection trusts come in many different forms and can be used to protect property for the use and benefit of clients as well ...

Jeffrey M. Verdon is a partner and chair of the Asset Protection Practice Group at Falcon Rappaport & Berkman LLP, a full-service law firm based in New York and working from the Newport Beach, Calif., ...

The cost of nursing home and home care have increased exponentially in the last decade, especially since COVID. Ron Fatoullah knows. His firm, Ronald Fatoullah & Associates, gets calls from ...

Wealth, once guarded through simple legal shields, now moves through a far more calculated system of timing, structure, and jurisdiction. High-income individuals and entrepreneurs are no longer ...

Please provide your email address to receive an email when new articles are posted on . Among the various types of liability that physicians may face, including employee claims, HIPAA violations, ...

SYRACUSE, NY – Central New York families face growing financial risks from lawsuits, creditor claims, and the rising cost of long-term nursing care, yet many have no legal safeguards in place to ...

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 ...