Divorce is a major financial risk. Early offshore asset protection can preserve wealth before courts, costs, and forced ...

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 ...

Question: I understand that when you set up a trust, the assets that are in the name of the trust are protected from lawsuits and creditors. If this is so, it seems like that in today’s litigious ...

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

Read on to learn about the different types of asset protection trusts and how to set one up. What Is an Asset Protection Trust (APT)? An asset protection trust protects your assets from creditors and ...

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 ...

An important gap in many financial plans is the failure to review with an estate planner the potential risks to losing assets and the ways available to protect those assets. The risk to estate leakage ...

A domestic asset protection trust is an irrevocable trust that is established in a U.S. jurisdiction that is designed to protect the assets of the individual who creates the trust. These trusts are ...

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 ...

When you think about setting up a trust, the first thing that comes to mind is a plan for how wealth will be passed down after you die. But there is also an asset protection trust, which protects your ...