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 ...

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 ...

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 ...

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 ...

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 ...

Coral Gables, Florida , Dec. 26, 2025 (GLOBE NEWSWIRE) -- A recent legal analysis highlights a critical limitation in traditional estate planning strategies, revealing that living trusts alone often ...

Owning and operating a restaurant in New York comes with significant financial and legal responsibilities—especially when real estate is part of your investment portfolio. As a restaurant owner, you ...