An asset protection trust (APT) is a type of trust that is used to keep someone’s assets safe from creditors. This type of trust can be useful for those who hope to minimize taxes on an estate. It can also ensure that the assets they have allocated to their...
Estate planning is an important consideration for all individuals, but it becomes even more crucial for those with high net worth. As a wealthy individual, you have more assets to protect and more complex financial considerations to take into account. Whether you are...
Whether you are just starting to think about your legacy or are in the process of updating your estate plan, you need to make sure that your inheritance funds meet your loved ones’ needs in case of your death or illness. No matter the amount of wealth you have,...
Divorce can take a toll on your mental, emotional and physical health. However, it is critical that you make financial health a priority after your divorce. Updating your estate plan is one of the biggest steps you can take toward a more secure financial future for...
Trusts are an integral part of the estate planning process. If you suddenly pass away or become ill, a person of your choosing can hold and distribute money in your trust. Establishing a trust allows you to give a trustee the right to hold and manage assets for a...
Millions of women today are financially independent. In fact, women currently control at least 32% of all global wealth. Between accumulated assets from personally owned businesses, home purchases, and investments, women are in a unique position to plan for their...
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