Jeffrey M. Verdon is a partner and chair of the Asset Protection Practice Group at Falcon Rappaport & Berkman LLP, a full-service law firm based in New York and working from the Newport Beach, Calif., ...

The Law Office of Libby Banks, PLLC has announced that it is expanding its educational seminars to help clients better understand estate planning and asset protection. The firm, known for its ...

The 2025 Trust & Will Estate Planning Report shows that Americans are not willing to make plans for the future, even though their finances are more uncertain than ever. The report, which was based on ...

Learn 5 levels of asset protection for real estate investments. Discover how revocable living trusts, insurance, LLCs, and ...

“Never let a creditor get to your asset, no matter how bad your mistake.” Upon this ideal, former Texas billionaire, Sam Wyly, and his now deceased brother, Charles, created an “enormously complex” ...

Let’s work off of this premise: an estate planner’s job is to help a client pass their value and values to the following generations to the fullest extent possible, addressing as many of the obstacles ...

Legacy Life Planning Lance, a Johnson City-based financial planning firm, has expanded its estate planning services to address increasing demand from families seeking comprehensive asset protection ...

The Spousal Limited Access Trust (SLAT) is mostly used to transfer assets out of the donor’s taxable estate yet provide “limited” access to the donor’s spouse and other beneficiaries. Not just for the ...

There has lately been a renewed interest by clients in asset protection planning. A problem for these clients and their planners who are unfamiliar with asset protection planning is that there is ...