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 ...

Long-term care costs are expensive and continuing to rise. As more people recognize that care costs could easily wipe out a lifetime of savings, families turn to a variety of ...

For high-net-worth individuals looking to protect hard-earned assets, international asset protection strategies offer many appealing options. From offshore trusts and bank accounts to limited ...

The 2025 Trust & Will Estate Planning Report shows that Americans are not willing to make plans for the future, even though their finances are more uncertain than ever. The report, which was based on ...

When creating an estate plan, many people write a will. But a will won’t provide the same protection as setting up a trust. Unlike wills, trusts offer control and protection for those who hold assets ...

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 ...

As more governments move to classify crypto as “unclaimed property,” billions in dormant assets could be liquidated and ...

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