Debunking the viral 3-layer asset protection plan for real estate investors: Why revocable trusts and LLCs offer flawed ...

This webinar is part of the The T&E Inner Circle Expert Sessions. The T&E Inner Circle: Estate Planning Expert Sessions, are ...

Being too cautious with your money could end up hurting your retirement savings. Wealth protection involves managing assets in ways that help preserve financial security while still allowing for ...

Blake Harris is an Asset Protection Attorney and Founding Principal of Blake Harris Law. Entrepreneurs tend to think about ...

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 ...

The Spousal Limited Access Trust (SLAT) is mostly used to transfer assets out of the donor’s taxable estate yet provide “limited” access to the donor’s spouse and other beneficiaries. Not just for the ...

Families seeking to protect and preserve multi-generational wealth face a complex combination of legal, economic and cultural challenges. Evan Paul, Managing Partner of Paul Advisory and Legal Group, ...

Wealth, once guarded through simple legal shields, now moves through a far more calculated system of timing, structure, and jurisdiction. High-income individuals and entrepreneurs are no longer ...

Amid growing concerns around financial lawsuits and wealth vulnerability, Blake Harris sat down with The Rhonda Swan Show to share how entrepreneurs can stay ahead with smart, legal strategies. In ...

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 ...