If you’re like most people, you worked hard all your life, raised a family, and provided a leg-up for your children. But now that you need care, the cost is going to wipe out your family’s assets in ...
This is an archived article and the information in the article may be outdated. Please look at the time stamp on the story to see when it was last updated. ST. LOUIS, Mo. _ During the working years, ...
Planning for long-term care is a crucial but often overlooked part of estate planning. Determining who will care for you and how that care will be paid for can be an uncomfortable conversation, yet it ...
One of the most poorly understood concepts in asset protection planning is that of the very important role played by liability insurance in such planning. In a great many cases that do not make their ...
Let’s work off of this premise: an estate planner’s job is to help a client pass their value and values to the following generations to the fullest extent possible, addressing as many of the obstacles ...
Joseph Ellison was a financial advisor for JPMorgan, got into a dispute with the firm, and ended up with an arbitration award against him for approximately $750,000 for an unpaid loan. Ellison also ...
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Protecting your family’s assets through proper estate planning
Here’s a sobering reality: only 24 percent of Americans bothered creating a will by 2025, which means three-quarters of the ...
Real estate investors and developers understand and embrace risk but do not always judge it well. When the market is hot, many developers, investors and owners sign personal guarantees. Now that the ...
Protecting your assets is crucial when drawing up an estate plan. An asset protection trust can help you keep your assets from creditors, lawsuits and even divorce claims and civil actions. If you’re ...
Trusts offer many significant benefits for estate planning, including asset protection and efficient wealth transfer. As the leading authority on tax management and wealth generation, Tom Wheelwright ...
Please provide your email address to receive an email when new articles are posted on . Among the various types of liability that orthopedic surgeons may face, including employee claims, HIPAA ...
Affluent families and high-net-worth individuals have been using asset protection planning since the mid-1980s. Well, guess what? Businesses get sued, too. Yet, when you ask those in the C suite what ...
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