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 ...

Asset protection planning is where a person takes steps to disassociate themselves from their current assets so that they are no longer available to creditors. Although asset protection planning as a ...

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 ...

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 ...

The net worth of retirees over the past three decades has tilted steadily toward housing wealth. A study by the Federal Reserve shows that the share of net worth in primary residences among households ...

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, ...

That's how H. Adam Holt describes what his tech company, Asset-Map, does for advisors by drawing out an interactive map of a client's entire financial life, from investments to insurance to taxes and ...

In 2017, Idaho adopted the Revised Uniform Fiduciary Access to Digital Assets Act (codified at Idaho Code §§ 15-12-101 et seq ...

A Qualified Professional Asset Manager (QPAM) is a registered adviser who manages institutional investments, focusing on retirement accounts like pension plans.

Generational Asset Planning LLC is dedicated to helping people plan for retirement, empowering them to take the next steps toward their financial goals and hopefully build generational wealth through ...