Three things clients need to know about domicile changes

Three things clients need to know about domicile changes

Changes in tax laws, cost of living differences, and the appeal of milder climates prompt many people to consider relocating. While there may be benefits — including financial benefits in some cases — the process can be complex. A person may have several residences, but he or she can only have one domicile or “legal”

Are your clients’ assets protected from creditors?

Are your clients’ assets protected from creditors?

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. 284626