Recent shifts in the insurance market have led to many people paying more and getting less from their insurance policies. However, amid these frustrations, it is important to remember that insurance remains your first defense for protecting your wealth and legacy. Read more to learn about several ways to master your asset protection strategy.

However you make money, you undoubtedly want to hold onto as much of it as possible. And that requires strategic long-term planning. One potential asset protection strategy involves using a domestic asset protection trust(DAPT)—a type of irrevocable trust designed to strategically shield wealth within US borders. Read more to learn about how DAPTs work.

Are You Saving Enough for Retirement?

Many Americans have little or no retirement savings and are worried about whether they can ever afford to stop working, let alone provide for others after they pass. Some assets earmarked for retirement can also be vulnerable to lawsuits, medical bills, and other creditor claims that can quickly drain decades of careful savings. Read more to understand how much is needed for retirement.

This information is for educational purposes only and cannot be considered legal advice, nor does the receipt of this newsletter create an attorney client relationship.