The California Asset Protection Guide is a must-read not only for entrepreneurs and professionals, but also for financial advisors and CPAs. Phil Wilson, Tax Partner at Marcum LLP, has praised the ...

An important gap in many financial plans is the failure to review with an estate planner the potential risks to losing assets and the ways available to protect those assets. The risk to estate leakage ...

Your financial house can topple at any moment. All it takes is one lawsuit, economic slump, or business dispute. More individuals, families, and business owners are now realizing that storing money ...

When it comes to protecting your wealth, the last thing you want to deal with is uncertainty about the kind of trust to use. Here are some differences between domestic asset protection trusts (DAPTs) ...

Amid growing concerns around financial lawsuits and wealth vulnerability, Blake Harris sat down with The Rhonda Swan Show to share how entrepreneurs can stay ahead with smart, legal strategies. In ...