Asset protection planning places valuable assets out of the reach of potential claimants and creditors, discouraging lawsuits before they get off the ground.

Trusts can be a useful addition to your estate plan if you want to create a financial legacy for your loved ones or minimize ...

An important gap in many financial plans is the failure to review with an estate planner the potential risks to losing assets and the ways available to protect those assets. The risk to estate leakage ...

Imagine the moment you discover that your life savings—painstakingly accumulated over decades—are suddenly at risk due to an unexpected lawsuit or a geopolitical event. Unfortunately, I’ve witnessed ...

There are seven times more lawsuits than car accidents each year. Lawsuits have quickly become one of the biggest businesses. They are cheap to file, require little time and effort, and can lead to ...

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 ...

Consumer’ prolonged concern about inflation and retirement income is leading them to prioritize income protection over maximizing growth, according to new research by the Insured Retirement Institute ...

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 ...

The global insurance broker acquired crypto insurance platform Redefind and launched a digital asset protection service covering asset tracing and legal recovery costs. WTW, a global insurance broker ...