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 ...

A secure and satisfying retirement fund is built on two pillars. The first pillar—asset accumulation—typically gets the most attention from retirement savers, who start building that pillar as early ...

Stephen Grossman, Life and Disability Analyst (CA License #0H64567) and founder of SB Pensions, will present advanced risk mitigation and liquidity strategies for real estate investors at a private ...

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 ...

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 ...

Listen to "Asset Protection Explained: Offshore Trusts, Taxes & Wealth Security with Howard Rosen" on The Attorney Post ...

A castle with one strong wall is still easy to conquer. The same is true in wealth planning. Many attorneys build asset protection structures—LLCs, limited partnerships or trusts—but stop there. These ...

Long-term care costs like nursing home care can quickly drain retirement savings. Medicare provides little help paying these ...

As a longtime matrimonial attorney, I know that no divorce is simple—high-net-worth divorces least of all. Asset division is a complex process, filled with financial and emotional nuances. When I ...

Transferring wealth across generations is a multifaceted process requiring careful planning and a deep understanding of tax implications, asset protection and family dynamics. Effective generational ...

New Strategy Led by Former Varde Partners and KKR Executives ~ ~ Combines Institutional Origination Expertise with Abacus's Proprietary ...