Roccy DeFrancesco, JD

What is asset protection planning?

Even now people are still experiencing the fallout from using 419 plans years ago. And the lessons seems to be that if a structure sounds too good to be true, it just might be.

If your gains in an actively traded portfolio will be hit with short-term capital gains taxes, it makes sense to trade those accounts inside a no-load variable annuity.

When doctors are pitched asset protection planning by a local or national guru, what they are pitched is not even half of what needs to be done to have a complete asset protection plan.

With most loaded financial products clients can find themselves paying a multitude of tiny fees that add up to a lot.

Whole Life insurance versus Equity Indexed Universal Life. Which one builds the most wealth for retirement?

When people read the DALBAR report, usually they shake their heads because they know they are the typical investor that the study is talking about (and that's not a good thing).

While in theory the concept of a fee-only adviser makes sense, they can be just as biased as other advisers - biased against commission-based products.

The second in a series of in-depth articles on asset-protection planning discusses domestic asset protection through the use of LLCs and FLPs.

This is the first in a series of in-depth articles on asset-protection planning, discussing the various creditors other than patients that doctors should be protecting their assets from.

Traditional insurance carriers are trying to make a profit on your business. But by switching to a RRG, which is member driven, you could save up to 50%.