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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 ...

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 ...

In previous articles, we introduced the concept of asset protection planning — implementing techniques to shield an orthopedist’s personal and practice assets from potential future lawsuits and ...

Imagine the moment you discover that your life savings—painstakingly accumulated over decades—are suddenly at risk due to an unexpected lawsuit or a geopolitical event. Unfortunately, I’ve witnessed ...

When creating an estate plan, many people write a will. But a will won’t provide the same protection as setting up a trust. Unlike wills, trusts offer control and protection for those who hold assets ...

Asset protection is an important concern for many families. Fortunately, parents have many options when planning to protect assets for their adult children. A prenuptial agreement, or premarital ...

The 2025 Trust & Will Estate Planning Report shows that Americans are not willing to make plans for the future, even though their finances are more uncertain than ever. The report, which was based on ...