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 ...
The right jurisdiction can mean the difference between adequate planning and exceptional wealth preservation.
Inheritance Funding reports that wills and trusts differ in asset distribution and legal processes, affecting your estate ...
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 ...
The new report will catch some folks off guard when they are doing normal estate and asset protection planning.
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 ...
Your assets represent decades of hard work, careful savings, and smart decisions. Protecting them before you turn 65 isn't ...
The Law Office of Libby Banks, PLLC announces expanded educational initiatives and comprehensive estate planning services designed to help Arizona families navigate complex asset protection and legacy ...