• 4 Reasons to Protect Your Retirement Accounts Now

    During your lifetime, your retirement account has asset protection, but as soon as you pass that account to a loved one, that protection can evaporate. This means one lawsuit and your life-long, hard-earned savings could be gone. Fortunately, there is […]

  • How to Protect Yourself From Lawsuits

    By Matthew T. McClintock, J.D. Vice President, Education, WealthCounselThese strategies can help keep your assets safe if you wind up in court.  These days, lawsuits can happen to anyone, at anytime. In the United States alone, roughly 15 million civil […]

  • Qualified Personal Residence Trusts and Their Potential Use In Meeting Estate Planning Objectives

    1. What is a Qualified Personal Residence Trust?   A Qualified Personal Residence Trust (QPRT) is a trust that holds a personal residence for a term of years, allowing the creator of the trust (grantor) to remain in the residence. When […]

  • Asset Protection Considerations for Business Owners

    By Ryland F. Mahathey, Esq., CPA, LL.M. and Brad Milhauser, Esq., LL.M.Many business owners devote much time and energy “working in” their business to improve business operations and profitability; however, they often neglect to “work on” their business by not addressing certain asset protection issues. Business owners, particularly those owning their business in […]

  • How to Leave Assets to Minor Children

    Every parent wants to make sure their children are provided for in the event something happens to them while the children are still minors. Grandparents, aunts, uncles and other relatives often want to leave some of their assets to young […]

  • Keeping Assets in Challenging Times

    By Mary J. Drury, Esq. I frequently get asked about asset protection; specifically about keeping certain types of personal property. About three times a week, the questioning commences with discussions about ATVs, boats, motorcycles and snowmobiles. Asset protection should start […]