Over the past few decades much has been written about the benefits of engaging in asset protection planning to protect one’s legacy from future unknown, unforeseen lawsuits and other third-party ...

In the tumultuous realm of financial instability, ensuring the safety of your assets emerges as an imperative concern. The looming specter of bankruptcy casts a daunting shadow, threatening the ...

Asset protection can ensure your financial plan stays on track George Lambert has spent 30+ years in the financial industry; his roles include CFP, certified divorce financial analyst, and FINRA ...

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 ...

Real estate investors and developers understand and embrace risk but do not always judge it well. When the market is hot, many developers, investors and owners sign personal guarantees. Now that the ...

A castle with one strong wall is still easy to conquer. The same is true in wealth planning. Many attorneys build asset protection structures—LLCs, limited partnerships or trusts—but stop there. These ...

SYRACUSE, NY – Central New York families face growing financial risks from lawsuits, creditor claims, and the rising cost of long-term nursing care, yet many have no legal safeguards in place to ...