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 ...

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 ...

What Is an Asset Protection Trust? An asset protection trust is an irrevocable trust used to protect your assets from creditors, unjust lawsuits, and court decisions. Typically, they are funded with ...

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 ...

Owning and operating a restaurant in New York comes with significant financial and legal responsibilities—especially when real estate is part of your investment portfolio. As a restaurant owner, you ...

Stephen Grossman, Life and Disability Analyst (CA License #0H64567) and founder of SB Pensions, will present advanced risk mitigation and liquidity strategies for real estate investors at a private ...

For ultra-high-net-worth individuals (UHNWIs) whose estates far exceed the 2025 federal lifetime exemption of $13.99 million per person, the stakes for estate and asset protection planning have never ...

Coral Gables, Florida , Dec. 26, 2025 (GLOBE NEWSWIRE) -- A recent legal analysis highlights a critical limitation in traditional estate planning strategies, revealing that living trusts alone often ...

Please provide your email address to receive an email when new articles are posted on . Real estate and life insurance offer the ability to perform tax-free exchanges. Real estate and cash value ...