{"id":103486,"date":"2022-10-24t12:00:07","date_gmt":"2022-10-24t16:00:07","guid":{"rendered":"\/\/www.g005e.com\/?p=103486"},"modified":"2024-08-07t23:10:22","modified_gmt":"2024-08-08t03:10:22","slug":"is-your-clients-umbrella-big-enough","status":"publish","type":"post","link":"\/\/www.g005e.com\/2022\/10\/24\/is-your-clients-umbrella-big-enough\/","title":{"rendered":"is your client\u2019s umbrella big enough?"},"content":{"rendered":"

\"\"<\/a>many policies are too small for true wealth protection.<\/strong><\/p>\n

by anthony glomski<\/i><\/p>\n

no matter where your client grew up or how they accumulated their wealth, they can be a target for a host of unscrupulous people. many affluent investors, including entrepreneurs, are worried about keeping their assets safe from potential creditors, litigants, children\u2019s spouses, ex-spouses, and disgruntled former employees and partners. they also want to protect their assets from catastrophic losses that could cripple them financially. as a cpa, you have an important role here.<\/p>\n

more: <\/b>estate plans: can you ask clients these eight questions?<\/a> | enhance wealth by mitigating taxes<\/a> | what clients need to know<\/a> | what level of advice do entrepreneurs need?<\/a> | three components of collaborative wealth management<\/a>
\n\"goprocpa.com\"exclusively for pro members. <\/span><\/strong>log in here<\/a> or 2022世界杯足球排名 today<\/a>.<\/span><\/p><\/blockquote>\n

wealth protection involves strategies you can use to ensure that your wealth is not unjustly taken from you by potential creditors, litigants, ex-spouses and children\u2019s spouses. wealth protection is also designed to protect you against catastrophic loss. identity theft is another emerging threat to wealth protection that should be addressed carefully with your clients.
\n read more →<\/a><\/p>\n