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 ...
The reality of practicing medicine in 2026 is that potential liability exists in every specialty — and that, periodically, claims exceed typical medical malpractice coverages.
Trust-based property schemes, also known as ‘family protection trusts’ or ‘asset protection trusts’, are often promoted as a ...
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 ...
Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. A Delaware court (by the Magistrate in Chancery) recently upheld the ...
Estate Planning Lawyer Ali Talai Spoke at the West San Gabriel Valley Realtors Association on Asset Protection ...
Asset protection planning is where a person takes steps to disassociate themselves from their current assets so that they are no longer available to creditors. Although asset protection planning as a ...
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 ...
In 2009, New Hampshire joined what was then a small group of states that statutorily permitted the creation of a domestic asset protection trust (“DAPT”). Although today, 20 states in the U.S. allow ...
Sustainability and Circularity: Even during global instability, regulatory and consumer expectations around environmental responsibility remain high. SMX’s technology supports companies in proving ...