The California Asset Protection Guide is a must-read not only for entrepreneurs and professionals, but also for financial advisors and CPAs. Phil Wilson, Tax Partner at Marcum LLP, has praised the ...

An important gap in many financial plans is the failure to review with an estate planner the potential risks to losing assets and the ways available to protect those assets. The risk to estate leakage ...

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 ...

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 ...