New ranking system evaluates 50 countries across seven key factors affecting international wealth management and ...
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 ...
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 ...
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 ...
If you aim to become a millionaire, the U.S. may be the best place to build wealth, with nearly 22 million millionaires in the country as of 2023—38% of the global total. Asset protection lawyers ...
Editor’s note: This is part 13 of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for asset ...
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 ...
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 ...
Control and protection are always the key tradeoffs in irrevocable trusts. Despite what a company marketing a “special” trust may say, the more control that a trust maker keeps over an irrevocable ...
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 ...