Protective Asset Protection is celebrating 60 years of service this month as a provider of F&I products that help protect each vehicle investment while equipping dealers with the F&I products they ...

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 ...

Revocable living trusts are often the core estate planning vehicle for the basic estate plan. Generally, revocable living trusts are touted as an incredibly versatile estate planning tool, which ...

The Corporate Transparency Act has experienced significant turbulence since its inception in 2021, highlighting growing instability within the U.S. financial system. In what is described as ‘legal ...

While many Americans might not be familiar with international cross-border planning, they might be familiar with the term “offshore banking,” which usually attracts connotations of something out of a ...

Please provide your email address to receive an email when new articles are posted on . As advisors to physicians throughout the U. S., we often learn what misconceptions physicians have regarding how ...

Can Smart Agentic AI Revolutionize Asset Protection? How can organizations harness the power of Agentic AI to safeguard their most valuable assets? With industries continue to move operations to cloud ...

A common concern of estate planning and business planning clients is protecting their assets from a future creditor claim. These claims can arise in the operation of a business, the provision of ...

In 2009, New Hampshire joined what was then a small group of states that statutorily permitted the creation of a domestic asset protection trust (“DAPT”). Although today, 20 states in the U.S. allow ...

A January 30, 2014 CNBC report by Herb Weisbaum (1) reviewed a comprehensive study and subsequent report by the National Consumer Law Center (NCLC) that uncovered widespread irregularities in the ...

This article was written by Kate Lee, Global Head of Regulatory Enterprise Data, Buket Theobald, Regulatory Data Product Manager & Thomas Labbe, Global Regulatory Product Manager at Bloomberg. The ...