Planning for long-term care is a crucial but often overlooked part of estate planning. Determining who will care for you and how that care will be paid for can be an uncomfortable conversation, yet it ...
Jeffrey M. Verdon is a partner and chair of the Asset Protection Practice Group at Falcon Rappaport & Berkman LLP, a full-service law firm based in New York and working from the Newport Beach, Calif., ...
After reaching a certain level of success, the assets of entrepreneurs and investors can become easy targets for litigation.
Asset protection is its own form of legal planning—one that incorporates the other types of legal planning, as well as fields such as risk management. Business owners engage in asset protection ...
Business planning should always consider asset protection, both for the owners and the business itself. Asset protection for the business should take into consideration protecting the operating assets ...
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 ...
Over the past few decades much has been written about the benefits of engaging in asset protection planning to protect one’s legacy from future unknown, unforeseen lawsuits and other third-party ...
Daniel L. Daniels, David T. Leibell and Russ Alan Prince As anyone who rides public transportation or watches late-night TV can attest, our society is a litigious one. We've all seen the ads: “Have ...
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CapBridge partners with AIA for legacy planning to expand wealth offerings
New products support asset protection and legacy planning via digital platform. CapBridge has partnered with AIA Singapore to ...
“Never let a creditor get to your asset, no matter how bad your mistake.” Upon this ideal, former Texas billionaire, Sam Wyly, and his now deceased brother, Charles, created an “enormously complex” ...
Coral Gables, Florida, Dec. 23, 2025 (GLOBE NEWSWIRE) -- Donlevy-Rosen & Rosen, P.A., a Coral Gables-based law firm recognized for its leadership in asset protection planning, has announced the ...
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 ...
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