Are you concerned about protecting your assets, perhaps because you are in a "high risk" occupation? The American College of Trust and Estate Counsel describes a DAPT as "generally an irrevocable ...

This voice experience is generated by AI. Learn more. This voice experience is generated by AI. Learn more. At least once a week I review somebody's asset protection plan. Sometimes, this is because I ...

Debunking the viral 3-layer asset protection plan for real estate investors: Why revocable trusts and LLCs offer flawed security against creditors.

Some view asset protection planning with a skeptical eye. They believe there is a moral obligation to pay one’s debts. They think that asset protection planning is immoral because it prevents a ...

IMGCAP(1)][IMGCAP(2)]Effective asset protection requires the strategic use of several legal components. Processing Content These include the transfer of assets to protective structures (such as ...

Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...

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 ...

The following excerpt is from Mark J. Kohler‘s book The Tax and Legal Playbook. Buy it now from Amazon | Barnes & Noble | IndieBound | Entrepreneur Books Every year I’m in practice, I’m further ...

Protective Life Insurance Company, a subsidiary of Protective Life Corp., completed its acquisition of AUL Corp. in 2022. AUL Corp. is now a part of Protective Asset Protection, more commonly known as ...