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 ...

How can married couples ensure non-taxable estates pass as intended and are protected from unwanted claims down the line? A ...

The Spousal Limited Access Trust (SLAT) is mostly used to transfer assets out of the donor’s taxable estate yet provide “limited” access to the donor’s spouse and other beneficiaries. Not just for the ...

Try these proven strategies from the ultra-wealthy to protect your assets, cut taxes, and pass on more to your heirs.

Recent developments in asset protection planning, including divorce risk, AI transformation, court case guidance, and novel approaches to piercing estate plans and irrevocable trusts in divorce cases.

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 ...

Trusts can provide certain benefits for estate planning, including asset protection. But can you sue a trust? It's an important question to ask if you have a trust or plan to create one, are named as ...

For ultra-high-net-worth individuals (UHNWIs) whose estates far exceed the 2025 federal lifetime exemption of $13.99 million per person, the stakes for estate and asset protection planning have never ...

Is anything private anymore? We live in a digital age where information is quick and abundant. While this is helpful in many circumstances, it may seem most concerning when it comes to your estate ...

Peace of Mind Estate Planning Law, FL A business can represent years of effort, accumulated value, and financial security for a family. An estat ...