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

Control and protection are always the key tradeoffs in irrevocable trusts. Despite what a company marketing a “special” trust may say, the more control that a trust maker keeps over an irrevocable ...

SYRACUSE, NY – In Central New York, families planning for the future are increasingly turning to irrevocable trusts to secure their financial legacy, minimize risk, and protect their loved ones. As a ...

When planning for the future, many people use trusts as a way to manage their assets, avoid probate, and protect their loved ones. But not all trusts are created equally. Determining which estate ...

Most trusts are revocable trusts. However, there are a few scenarios where an irrevocable trust is necessary. For example, some people choose an irrevocable trust when they have a large estate that ...

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 ...

Read on to learn about the different types of asset protection trusts and how to set one up. What Is an Asset Protection Trust (APT)? An asset protection trust protects your assets from creditors and ...

A domestic asset protection trust is an irrevocable trust that is established in a U.S. jurisdiction that is designed to protect the assets of the individual who creates the trust. These trusts are ...

Trusts can be a great tool to simplify the process of moving assets between generations, helping avoid some of the costs and delays associated with the process. Revocable trusts are a useful solution ...

While both types of trusts have similar benefits like avoiding probate and reducing tax burdens, these trusts have nuances that must be seriously considered, as these can impact investors’ financial ...