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 world is becoming more and more digitized and so are your client’s assets. Most Americans own multiple digital devices and have tons of online accounts. Because the average person is unaware of ...

A financial planner’s role is to ensure your quantifiable financial goals are met to the best of their ability, or work with ...

Clients rely on their estate planners for advice on wealth transfers. We are seeing a new form of wealth—digital assets—and ownership, storage and transferability of digital assets differs ...

Planning for long-term care is a crucial but often overlooked part of estate planning. Determining who will care for you and how that care will be paid for can be an uncomfortable conversation, yet it ...

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 ...

In our increasingly digitized world, our lives are inseparable from technology. From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint ...

Many individuals do not realize the value and extent of their digital records and the potential for financial or sentimental loss if these assets are lost or inaccessible. A well-drafted estate plan ...

Generational Asset Planning can help you plan for the future. Life can throw curveballs at any given moment. Having a plan can help you and the future of your family. Financial advisor Tre Panagos, ...

Digital currencies are quickly evolving from niche investments to mainstream assets. Whether you’re a believer or a skeptic, it’s increasingly important to understand how cryptocurrency fits into ...

In times of great geopolitical and economic uncertainty — like the one we're living in — wealthy individuals and families have strategies to protect and diversify their assets. Many asset management ...

High costs of long-term care necessitate discussions with clients of strategies to most effectively cover this contingency.