Nursing home care can pose significant risks to personal assets, as illustrated by a couple concerned about whether a facility could claim their $500,000 IRA and assets held in a trust. For instance, ...

It’s hard to grasp the sobering feeling of seeing your home address in a court filing, or worse, watching a beloved property threatened by natural disaster until you’ve experienced it firsthand. The ...

For celebrities and other public-facing individuals, public property ownership creates risks beyond civil liability. Property ...

Q: We are being sued after causing an auto accident and losing sleep. What advice can you give us? A: The best advice should come from an attorney that specializes in estate planning. We work on the ...

Picture this: You're sitting down to lunch with an extremely successful prospect and you're hitting it off. He has amassed a net worth of millions and would make a valuable client. You think you've ...

As you or your parents get older, it's natural to start thinking about the future and the financial impact of long-term care. Many people worry that nursing home costs and medical expenses could ...

Growing your wealth is one thing, but what about what to do when you gain a lot of assets? You’ve worked so hard to earn what you have that you don’t want to lose it or put it in any danger, so you ...

Asset protection planning can remove the “profit from the pursuit,” thereby fostering a more robust environment for the parties to settle. Here is an example that makes this point: Lawrence’s estate ...

Divorce can be a challenging and emotionally charged process, often complicated by financial concerns. Protecting your assets and securing your financial future is crucial to navigating this life ...

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 ...