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 ...

Jeffrey M. Verdon is a partner and chair of the Asset Protection Practice Group at Falcon Rappaport & Berkman LLP, a full-service law firm based in New York and working from the Newport Beach, Calif., ...

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 ...

What Is an Asset Protection Trust? An asset protection trust is an irrevocable trust used to protect your assets from creditors, unjust lawsuits, and court decisions. Typically, they are funded with ...

The average American is generally unconcerned with federal estate taxes because exclusions are historically high. As of 2020, this federal transfer tax only applied to an estimated 0.2% of deceased ...

PALO ALTO, Calif., Feb. 16, 2026 /PRNewswire/ -- Bay Legal, PC, a California-based integrated estate planning, real estate, construction, probate, and asset protection law firm, announced today that ...

For restaurant owners in New York, owning real estate can be a powerful asset—offering stability, long-term equity growth, and operational control. However, real estate ownership also exposes your ...

In times of great geopolitical and economic uncertainty — like the one we're living in — wealthy individuals and families have strategies to protect and diversify their assets. Many asset management ...

Legacy Life Planning Lance, a Johnson City-based financial planning firm, has expanded its estate planning services to address increasing demand from families seeking comprehensive asset protection ...

The Law Office of Libby Banks, PLLC has announced that it is expanding its educational seminars to help clients better understand estate planning and asset protection. The firm, known for its ...