Preparing for retirement can be daunting, with many finding it challenging to navigate, especially as the benchmarks for retirement readiness continually evolve. It's no longer merely about building ...

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 ...

Asset protection planning is the process of building barriers around your assets, whether those assets are personal or business, to keep them safe from litigation, creditor claims, seizure and ...

Estate planning is the process of preparing documents to plan for the incapacity and/or death of an individual. Incapacity planning allows an individual to appoint family members or close friends who ...

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 ...

When we take on a new client, including an ASC owner, we often find that they have received little advice or direction from their CPAs in the area of asset protection. As a CPA with over 20 years of ...

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 ...

* Will distribute to stockholders non-taxable dividend distribution of 1 preferred stock purchase right for each share of common stock of Co * Tax asset protection plan intended to act as "deterrent" ...