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 ...

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 ...

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 ...

As more governments move to classify crypto as “unclaimed property,” billions in dormant assets could be liquidated and ...

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 ...

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 ...

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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 ...

For those who don't qualify for long-term care insurance or can't afford it, the Medicaid Asset Protection Trust ("MAPT") can protect your assets from the high cost of long-term care in your home or ...

Virginia has earned the grade of a 'D' in a report from the National Consumer Law Center (NCLC) for failing families from wage and asset seizures.