Consider the Implications

Many practitioners believe asset protection planning and estate planning are mutually exclusive. To some extent, this may be true; on rare occasions, clients may present issues so narrow that they can rightfully be classified as one sort of planning or the other. But no matter what clients may say they want, what they usually need is global planning designed to place them in the best possible circumstances

Many practitioners believe “asset protection planning” and “estate planning” are mutually exclusive. To some extent, this may be true; on rare occasions, clients may present issues so narrow that they can rightfully be classified as one sort of planning or the other. But no matter what clients may say they want, what they usually need is global planning designed to place them in the best possible circumstances for preserving, enhancing and distributing their wealth.

Most plans must co

All access premium subscription

Your subscription will include 12 months of Trusts & Estates magazine and access to premium content on WealthManagement.com.

Hide comments

Comments

  • Allowed HTML tags: <em> <strong> <blockquote> <br> <p>

Plain text

  • No HTML tags allowed.
  • Web page addresses and e-mail addresses turn into links automatically.
  • Lines and paragraphs break automatically.
Publish