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 ...

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 ...

Here’s a sobering reality: only 24 percent of Americans bothered creating a will by 2025, which means three-quarters of the ...

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 ...

Stephen Ferszt uses the example of Taylor Swift and Travis Kelce’s engagement to highlight the complex estate planning considerations ultra-high net worth couples face when combining significant ...

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 ...

As you approach or enjoy retirement, protecting the wealth you've accumulated throughout your career becomes a top priority. You've spent decades in government service building up your Thrift Savings ...

For ultra-high-net-worth individuals (UHNWIs) whose estates far exceed the 2025 federal lifetime exemption of $13.99 million per person, the stakes for estate and asset protection planning have never ...

For decades, offshore trusts have been a powerful yet often misunderstood tool for safeguarding wealth. Traditionally associated with privacy and exotic jurisdictions, these structures have undergone ...