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 ...

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 ...

A receiver is an officer of the court, an agent of the debtor's estate, and an agent of the debtor itself. One of the tools used by creditors to defeat sophisticated asset protection plans is the ...

Trusts offer many significant benefits for estate planning, including asset protection and efficient wealth transfer. As the leading authority on tax management and wealth generation, Tom Wheelwright ...

Editor’s note: This is part five of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for ...

Asset Protection for Affluent Retirees in 2025 Putting together a team of advisers to assist with insurance, taxes and other financial issues can help with security, growth and peace of mind.

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Please provide your email address to receive an email when new articles are posted on . Among the various types of liability that physicians may face, including employee claims, HIPAA violations, ...

Growing your wealth is one thing, but what about what to do when you gain a lot of assets? You’ve worked so hard to earn what you have that you don’t want to lose it or put it in any danger, so you ...

Amid high inflation, market volatility and mounting fears of recession, investment consultants are advising asset owners to consider implementing some form of tail-risk protection, while urging them ...