Asset Protection 101 for Financial and Legal Advisors


Honored and rresented by the Financial Planning Association of America (FPA) at their annual meeting last fall, this article was written at the request of ADVISOR TODAY - the Journal of the National Association of Insurance and Financial Advisors (NAIFA). They needed a simple overview of issues to be aware of for their clients as Asset Protection has become an indispensible part of any competent legal and financial plan. The article is suitable for client use and continues to be used by lawyers, advisory firms, and other related professionals nationwide.

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