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 ...

Estate Planning Lawyer Ali Talai Spoke at the West San Gabriel Valley Realtors Association on Asset Protection ...

Trust-based property schemes, also known as ‘family protection trusts’ or ‘asset protection trusts’, are often promoted as a ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. A Delaware court (by the Magistrate in Chancery) recently upheld the ...

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 ...

I have been an advisor to physicians for 30 years, helping them shield assets from potential liability — first as an attorney ...

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 ...