Trusts are often used to pass down wealth from one generation to the next. But a specific type of trust — an asset protection trust — offers protection from creditors while you’re still alive. In this ...
Recently, a friend attended a seminar on asset protection. Based on information that my friend provided to me, the seminar seemed to be what has become a disturbing trend. To be certain, asset ...
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 ...
Do you need an asset protection strategy in San Diego, California? What is an “Asset Protection Strategy” and who should make sure to have an asset protection strategy in place? An asset protection ...
A receiver is an officer of the court, an agent of the debtor's estate, and an agent of the debtor itself. One of the tools used by creditors to defeat sophisticated asset protection plans is the ...
Robert Kelly is managing director of XTS Energy LLC, and has more than three decades of experience as a business executive. He is a professor of economics and has raised more than $4.5 billion in ...
Please provide your email address to receive an email when new articles are posted on . As advisors to physicians throughout the U. S., we often learn what misconceptions physicians have regarding how ...
With more investors diversifying their investment portfolios, cryptocurrencies and other kinds of digital assets (i.e., non-fungible tokens “NFTs”) have become a more popular option in recent years.
The following excerpt is from Mark J. Kohler‘s book The Tax and Legal Playbook. Buy it now from Amazon | Barnes & Noble | IndieBound | Entrepreneur Books Every year I’m in practice, I’m further ...
Please provide your email address to receive an email when new articles are posted on . Among the various types of liability that physicians may face, including employee claims, HIPAA violations, ...
Greg Daugherty has worked 25+ years as an editor and writer for major publications and websites. He is also the author of two books. Suzanne is a content marketer, writer, and fact-checker. She holds ...
When you think about setting up a trust, the first thing that comes to mind is a plan for how wealth will be passed down after you die. But there is also an asset protection trust, which protects your ...