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 ...

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 ...

For more than four decades, Howard Rosen has been a trusted authority in asset protection and taxation, combining his ...