Revocable living trusts are often the core estate planning vehicle for the basic estate plan. Generally, revocable living trusts are touted as an incredibly versatile estate planning tool, which ...

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 ...

For years, asset protection was sold as secrecy: move assets offshore and hope no one notices. Now, new mathmatical protections are beating asset-hiding.

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 ...

If you’re like most people, you worked hard all your life, raised a family, and provided a leg-up for your children. But now that you need care, the cost is going to wipe out your family’s assets in ...

Please provide your email address to receive an email when new articles are posted on . Physicians interested in estate or asset protection planning inevitably inquire about the use of trusts.

Asset management is a subset of wealth management and refers to the practice of buying and monitoring securities, real estate and other investment products to generate a return for clients. An asset ...