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 ...
If you’re like most people, you worked hard all your life, raised a family, and provided a leg-up for your children. But now that you need care, the cost is going to wipe out your family’s assets in ...
This is an archived article and the information in the article may be outdated. Please look at the time stamp on the story to see when it was last updated. ST. LOUIS, Mo. _ During the working years, ...
Asset protection planning can remove the “profit from the pursuit,” thereby fostering a more robust environment for the parties to settle. Here is an example that makes this point: Lawrence’s estate ...
Joseph Ellison was a financial advisor for JPMorgan, got into a dispute with the firm, and ended up with an arbitration award against him for approximately $750,000 for an unpaid loan. Ellison also ...
For celebrities and other public-facing individuals, public property ownership creates risks beyond civil liability. Property ...
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 ...
Please provide your email address to receive an email when new articles are posted on . In previous articles, we introduced the concept of asset protection planning — implementing techniques to shield ...
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