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 ...

I've written before about the individual power of tools like deferred sales trusts, asset protection trusts, limited ...

California court rules IRS can access real estate in self-settled trusts, highlighting limits of asset protection for ...

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 ...

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 ...

For professionals in litigation-exposed fields, the difference between a 401(k) and an Individual Retirement Account is not ...