Blake Harris is an Asset Protection Attorney and Founding Principal of Blake Harris Law. Entrepreneurs tend to think about ...

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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 ...

Debunking the viral 3-layer asset protection plan for real estate investors: Why revocable trusts and LLCs offer flawed ...

Asset management is a subset of wealth management and refers to the practice of buying and monitoring securities, real estate and other investment products to generate a return for clients. An asset ...

With more investors diversifying their investment portfolios, cryptocurrencies and other kinds of digital assets (i.e., non-fungible tokens “NFTs”) have become a more popular option in recent years.

This article was written by Kate Lee, Global Head of Regulatory Enterprise Data, Buket Theobald, Regulatory Data Product Manager & Thomas Labbe, Global Regulatory Product Manager at Bloomberg. The ...

Please provide your email address to receive an email when new articles are posted on . Physicians interested in estate or asset protection planning inevitably inquire about the use of trusts.

Please provide your email address to receive an email when new articles are posted on . Physicians are constantly at risk for legal exposure. Exempt assets are, to varying extents, absolved from ...

Consider that most estate plans include some level of asset protection by their nature, even when a client may not specifically be focused on asset protection planning strategies. Recognize that a ...