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 ...

Planning for long-term care is a crucial but often overlooked part of estate planning. Determining who will care for you and how that care will be paid for can be an uncomfortable conversation, yet it ...

This is an archived article and the information in the article may be outdated.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, ...

One of the most poorly understood concepts in asset protection planning is that of the very important role played by liability insurance in such planning. In a great many cases that do not make their ...

Let’s work off of this premise: an estate planner’s job is to help a client pass their value and values to the following generations to the fullest extent possible, addressing as many of the obstacles ...

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 ...

There's a new type of asset protection technique that's evolved from a well-established and highly effective elder law planning tool: the irrevocable income only Medicaid trust (IIOMT). We find the ...

Real estate investors and developers understand and embrace risk but do not always judge it well. When the market is hot, many developers, investors and owners sign personal guarantees. Now that the ...

Have you thought about what happens to everything you've built if disaster strikes tomorrow? Most people haven't. Here's a ...

Please provide your email address to receive an email when new articles are posted on . Among the various types of liability that orthopedic surgeons may face, including employee claims, HIPAA ...

Trusts offer many significant benefits for estate planning, including asset protection and efficient wealth transfer. As the leading authority on tax management and wealth generation, Tom Wheelwright ...

Affluent families and high-net-worth individuals have been using asset protection planning since the mid-1980s. Well, guess what? Businesses get sued, too. Yet, when you ask those in the C suite what ...