A castle with one strong wall is still easy to conquer. The same is true in wealth planning. Many attorneys build asset protection structures—LLCs, limited partnerships or trusts—but stop there. These ...

Please provide your email address to receive an email when new articles are posted on . As an orthopedic surgeon and an attorney/wealth manager who has worked with more than 1,000 physicians, we know ...

As wealth becomes more complex and scrutiny increases, simplistic planning will continue to fail sophisticated families.

After reaching a certain level of success, the assets of entrepreneurs and investors can become easy targets for litigat ...

“Never let a creditor get to your asset, no matter how bad your mistake.” Upon this ideal, former Texas billionaire, Sam Wyly, and his now deceased brother, Charles, created an “enormously complex” ...

Asset protection strategies can legally shield assets from lawsuits, creditor claims or unwanted beneficiaries. Many, or all, of the products featured on this page are from our advertising partners ...

A domestic asset protection trust is an irrevocable trust that is established in a U.S. jurisdiction that is designed to protect the assets of the individual who creates the trust. These trusts are ...

Trusts serve a variety of tax, asset protection and estate planning purposes for families, and over the years different types of trusts have evolved to best serve families’ planning needs and ...

As if we were roaming a Las Vegas buffet and trying a little bit of everything, Justin and I cover a multitude of topics – including generation-skipping transfer tax issues, asset protection, income ...

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 ...

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 ...