As a financial advisor, you will have clients who are doctors, lawyers, accountants, or real estate agents. There are the top four professions that attract lawsuits when they make costly mistakes. If ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. A Delaware court (by the Magistrate in Chancery) recently upheld the ...

Asset protection planning is where a person takes steps to disassociate themselves from their current assets so that they are no longer available to creditors. Although asset protection planning as a ...

Control and protection are always the key tradeoffs in irrevocable trusts. Despite what a company marketing a “special” trust may say, the more control that a trust maker keeps over an irrevocable ...

Over the past few decades much has been written about the benefits of engaging in asset protection planning to protect one’s legacy from future unknown, unforeseen lawsuits and other third-party ...

Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...

Your financial house can topple at any moment. All it takes is one lawsuit, economic slump, or business dispute. More individuals, families, and business owners are now realizing that storing money ...