Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.
Are your clients’ assets protected from creditors?
Chris Hennessey, November 6, 2013
Asset protection — also known as “creditor protection” — is an important element of financial planning. Federal and state laws offer safeguards for as variety of assets. Explore a discussion with Bill Cass and Chris Hennessey as they discuss minimizing current risks and and why it is important to think long term about planning.