KEY TAKEAWAYS Asset protection planning seeks to stop lawsuits from happening in the first place by making it hard for creditors to get at wealth. Transparency is crucial to effective asset protection planning. A multipronged approach with plenty of flexibility can...
Where we’ve been When we look at the current economic and market environment and then glance backwards over the last 40 years, we can see we’ve been in a unique kind of setting when it comes to the economic environment. The early 1980s had high interest rates...
One of the more interesting ways that some wealthy families are addressing certain financial needs and concerns is through the use of private trust companies. Private trust companies can offer benefits to select wealthy families.Some reasons to consider a private...
Private placement life insurance (PPLI) helps mitigate the tax bite from a variety of different types of investments and makes it possible to capture returns tax-free.Even if the government lowers the tax rate going forward, you still come out ahead using PPLI if you...
