Protective Asset Protection is celebrating 60 years of service this month as a provider of F&I products that help protect each vehicle investment while equipping dealers with the F&I products they ...

Discover the importance and examples of asset protection strategies. Learn about legal structures and key considerations when protecting your assets.

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 ...

While many Americans might not be familiar with international cross-border planning, they might be familiar with the term “offshore banking,” which usually attracts connotations of something out of a ...

Meredith Moore is the Founder & CEO of Artisan Financial Strategies LLC. She is fascinated by the interplay between gender, money and power. Most financial plans focus heavily on growth but overlook ...

The Corporate Transparency Act has experienced significant turbulence since its inception in 2021, highlighting growing instability within the U.S. financial system. In what is described as ‘legal ...

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.

Asset management is a subset of wealth management and refers to the practice of buying and monitoring securities, real estate and other investment products to generate a return for clients. An asset ...

In 2009, New Hampshire joined what was then a small group of states that statutorily permitted the creation of a domestic asset protection trust (“DAPT”). Although today, 20 states in the U.S. allow ...

Please provide your email address to receive an email when new articles are posted on . Physicians are constantly at risk for legal exposure. Exempt assets are, to varying extents, absolved from ...

A common concern of estate planning and business planning clients is protecting their assets from a future creditor claim. These claims can arise in the operation of a business, the provision of ...