In today’s litigious and highly transparent environment, protecting wealth is no longer viewed as an optional strategy; it is a fundamental component of responsible financial planning. High-net-worth ...

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

If you’re looking to protect your wealth, it’s important to remember that the best strategies for safeguarding your nest egg are often different from those for growing your wealth. Preserving your ...

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

As assets face increasing threats such as fraud, litigation, market crashes and cyberattacks, proactively protecting your wealth becomes crucial. In the U.S., many families face wealth destruction due ...

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 ...

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 ...

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 ...

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 ...

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 ...