It’s hard to grasp the sobering feeling of seeing your home address in a court filing, or worse, watching a beloved property threatened by natural disaster until you’ve experienced it firsthand. The ...

An important gap in many financial plans is the failure to review with an estate planner the potential risks to losing assets and the ways available to protect those assets. The risk to estate leakage ...

Marine, aircraft and recreational vehicle protection Luxury assets such as yachts, private aircraft and high-value recreational vehicles come with their own sets of risks and regulations. In addition ...

Trusts offer many significant benefits for estate planning, including asset protection and efficient wealth transfer. As the leading authority on tax management and wealth generation, Tom Wheelwright ...

Tokenization is poised to revolutionize the investment landscape, opening doors to fractional ownership of high-value assets previously accessible only to the ultra-wealthy. In a recent discussion, ...

The Corporate Transparency Act has experienced significant turbulence since its inception in 2021, highlighting growing instability within the U.S. financial system. In what is described as ‘legal ...