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 ...

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 ...

Provides investigations, security consulting, and training. Provides services only to corporate, industrial, and business clients. Provides crisis management consulting and training. Conducts physical ...

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 ...

A domestic asset-protection trust (DAPT) is an irrevocable self-settled trust in which the grantor is designated a permissible beneficiary and allowed access to the funds in the trust account. If the ...

Consider that most estate plans include some level of asset protection by their nature, even when a client may not specifically be focused on asset protection planning strategies. Recognize that a ...