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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 an answer. A...

Three Mistakes to Avoid When Planning the Succession of Your Business

Many small business owners are focused on running their business, rather than planning for its succession. By focusing only on the here and now, however, a business owner can set his or her business up for failure once it is time to relinquish control. 1. Delay The...

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 cases are filed...

Inherited Retirement Accounts: 5 Things You Need to Know

By Matthew T. McClintock, J.D. Vice President, Educational Content, WealthCounsel Almost everyone has some kind of retirement account—whether a 401(k), IRA or pension—so proper estate planning for these funds is essential. From tax treatment to beneficiary...

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...