Asset protection planning places valuable assets out of the reach of potential claimants and creditors, discouraging lawsuits ...

Asset protection planning is the process of building barriers around your assets, whether those assets are personal or business, to keep them safe from litigation, creditor claims, seizure and ...

Editor's note: This is the final article in a five-part series about all-asset retirement planning that covers such topics as using lifetime annuities and housing wealth, making the most of tax ...

Business planning should always consider asset protection, both for the owners and the business itself. Asset protection for the business should take into consideration protecting the operating assets ...

Learn how asset protection trusts (APTs) protect your assets from creditors, and explore the differences between domestic and ...

That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from investments to insurance to taxes and ...

Clients rely on their estate planners for advice on wealth transfers. We are seeing a new form of wealth—digital assets—and ownership, storage and transferability of digital assets differs ...

Planning before the sale provides opportunities to reduce or defer liability and, in certain circumstances, exclude qualifying gains from taxation.

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 ...

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 ...

An overview of asset protection trusts Types of asset protection trusts The pros and cons of asset protection trusts The role of asset protection trusts in estate planning As a financial advisor, you ...