Offshore trusts can be a smart and secure way of protecting your assets and safeguarding your wealth against potential creditors and legal claims. For many Americans over age 50, building and ...

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 ...

Amid growing concerns around financial lawsuits and wealth vulnerability, Blake Harris sat down with The Rhonda Swan Show to share how entrepreneurs can stay ahead with smart, legal strategies. In ...

For high-net-worth individuals looking to protect hard-earned assets, international asset protection strategies offer many appealing options. From offshore trusts and bank accounts to limited ...

Discover the importance and examples of asset protection strategies. Learn about legal structures and key considerations when protecting your assets.

Consumers should not have to wait for another crisis to get the protections they deserve, argues Summer Mersinger, CEO of the ...

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 ...

In United States v. Huckaby (No. 2:23-cv-00587, March 2, 2026), the California District Court considered the question of whether the Internal Revenue Service could reach real property held in a trust ...

Extensive research on ultra-high-net-worth (UHNW) families reveals a consistent gap between risk exposure and protective planning. Recent data from a study of 207 UHNW families—those with net worths ...