Asset protection isn’t a magic bullet. Our goal is often to discourage the creditor—make it difficult and expensive to collect on a judgment against our client. There’s always the risk that a creditor ...

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 ...

Revocable living trusts are often the core estate planning vehicle for the basic estate plan. Generally, revocable living trusts are touted as an incredibly versatile estate planning tool, which ...

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 ...

A domestic asset-protection trust (DAPT) is an irrevocable self-settled trust in which the grantor is designated a permissible beneficiary and allowed access to the funds in the trust account. If the ...

Navigating the labyrinth of asset protection can be daunting. HR is not just a bystander but a vital educator in safeguarding an employee's hard-earned wealth. This narrative often orbits around two ...

A matched book is a risk management process used by banks to keep their assets and liabilities at appropriate levels and ensure sufficient liquidity. A matched book ensures equal asset and liability ...