When I was a freshly-minted real estate attorney (my firm now employs over 400 people in four states), I was all about the asset protection and the tax savings. I would give my clients great ...

Real estate investors and developers understand and embrace risk but do not always judge it well. When the market is hot, many developers, investors and owners sign personal guarantees. Now that 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 ...

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 ...

What Is an Asset Protection Trust? An asset protection trust is an irrevocable trust used to protect your assets from creditors, unjust lawsuits, and court decisions. Typically, they are funded with ...

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 ...

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 ...

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 ...