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 ...

Question: I understand that when you set up a trust, the assets that are in the name of the trust are protected from lawsuits and creditors. If this is so, it seems like that in today’s litigious ...

A groundbreaking self-help educational module to empower real estate owners and professionals with advanced asset ...

What Is an Asset Protection Trust? An asset protection trust is an irrevocable trust used to protect your assets from creditors, unjust lawsuits, and court decisions. Typically, they are funded with ...

Protecting assets against loss is a common goal of estate planning. Asset protection trusts come in many different forms and can be used to protect property for the use and benefit of clients as well ...

When you purchase a home in Mason City or Clear Lake, you're not just buying property—you're building a legacy. Yet many North Iowa homeowners overlook a critical question: what happens ...

Divorce is a major financial risk. Early offshore asset protection can preserve wealth before courts, costs, and forced ...

After reaching a certain level of success, the assets of entrepreneurs and investors can become easy targets for litigation. Paul Advisory & Legal Group, PLLC, helps clients protect their assets ...

The death of the offshore asset protection trust has, by some, been greatly exaggerated. 1 In recent years, attacks on a few such trusts under extreme circumstances have resulted in the incarceration ...

For wealth managers, a strong understanding domestic and offshore trust frameworks can contribute to client results and enhance confidence.