There has lately been a renewed interest by clients in asset protection planning. A problem for these clients and their planners who are unfamiliar with asset protection planning is that there is ...

In 2019, after a diligent talent search, Mega City Films announced that the one and only actor able to play the role in an upcoming Vietnam War film is — wait for it - James Dean! Using CGI, the ...

Clients rely on their estate planners for advice on wealth transfers. We are seeing a new form of wealth—digital assets—and ownership, storage and transferability of digital assets differs ...

Editor's note: This is the final article in a five-part series about all-asset retirement planning that covers such topics as using lifetime annuities and housing wealth, making the most of tax ...

The firm's 11-partner retirement lineup now includes J.P. Morgan and T. Rowe Price, as it targets the underserved small ...

Consider that most estate plans include some level of asset protection by their nature, even when a client may not specifically be focused on asset protection planning strategies. Recognize that a ...

That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from investments to insurance to taxes and ...

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A prospective client, a relatively young cardiologist, had a household income with his wife of over $500,000, but the two didn't have significant savings yet. "Because of our structure, I had to turn ...

Asset protection can ensure your financial plan stays on track George Lambert has spent 30+ years in the financial industry; his roles include CFP, certified divorce financial analyst, and FINRA ...

Improperly titling assets or naming beneficiaries can lead to delays, misdirected assets and extra costs to your heirs.

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 ...