How Advisors Can Help (Not-So HNW) Clients Maximize Asset Protection By Assessing Strategies, Tools, And Education
Nerd's Eye View
SEPTEMBER 6, 2023
Which means that by taking into account a client's net worth, realistic liability risks, and level of sophistication, advisors can help assess what types of strategies may be appropriate for the client to explore. For instance, qualified plan assets (e.g., tenancy by the entireties and community property).
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