August 22, 2022 – It's no secret that we live in a litigious society where people, especially business owners, face the regular threat of lawsuits. Unfortunately, the more assets one holds, the greater the chance for legal action. On this edition of Lifetime Planning, Jim Puplava welcomes Kevin Day from Tresp, Day, & Associates to discuss the various strategies that individuals and business owners can take to protect assets, many of which go beyond the partial protection of insurance, when it comes to how those assets are held through domestic trusts, offshore trusts, and others.
To speak with any of our advisors or wealth managers, feel free to Contact Us online or give us a call at (888) 486-3939.
