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Tag: timing

When should your clients consider asset protection planning?

October 20, 2017
When should your clients consider asset protection planning?

How far in advance should wealth preservation planning be implemented, and when is it too late to protect your clients’ assets? Because timing can be so important to the success of a wealth preservation plan, you should keep these seven considerations in mind when advising your client on planning implementation.   It is never too […]

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When to protect: Seven considerations on when to implement a wealth preservation plan

October 7, 2015
When to protect: Seven considerations on when to implement a wealth preservation plan

But how far in advance should wealth preservation planning be implemented, and when is it too late to protect your assets? The answer is one that is a favorite of lawyers – “it depends”.

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