Question: I understand that when you set up a trust, the assets that are in the name of the trust are protected from lawsuits and creditors. If this is so, it seems like that in today’s litigious ...

State securities regulators ramped up their enforcement efforts in 2024, with a sharp focus on digital asset fraud, technology-driven scams, and the protection of senior investors. The North American ...

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 ...

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 ...

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 ...

NEWBURYPORT — More than a dozen seniors interested in protecting their assets and planning their estates gathered in the Senior/Community Center dining room for a presentation from attorney Edward ...

Low-income Medicare beneficiaries rely on Medicaid for supplemental coverage but must meet income and asset tests to qualify. We examined states’ income and asset tests for full-benefit Medicaid ...