#asset protection

2 articles found

#wealth management #financial planning #hnwi

Financial Planning for High Net Worth Households: 2026 Taxes, Concentrated Stock, State Moves, and Trusts

Planning for households with $1M to $30M in 2026: the SALT cap phase-down, AMT, asset location math, concentrated stock, residency audits, and GRATs.

Jan 18, 202618 min read

#asset protection #wealth management #risk management

Asset Protection in 2026: Exemptions, Asset Protection Trusts, LLCs, and the Look-Back Rules

How creditor protection works in 2026: ERISA plans, the $1,711,975 bankruptcy IRA cap, homestead rules by state, DAPTs, charging orders, and look-back periods.

Jan 13, 202613 min read