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 ...

What Is an Asset Protection Trust? An asset protection trust is an irrevocable trust used to protect your assets from creditors, unjust lawsuits, and court decisions. Typically, they are funded with ...

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 ...

It’s hard to grasp the sobering feeling of seeing your home address in a court filing, or worse, watching a beloved property threatened by natural disaster until you’ve experienced it firsthand. The ...

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 ...

Coral Gables, Florida , Dec. 26, 2025 (GLOBE NEWSWIRE) -- A recent legal analysis highlights a critical limitation in traditional estate planning strategies, revealing that living trusts alone often ...