Why would you leave your largest asset exposed to potential creditors when there is a simple, cost-effective strategy to ...

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 ...

Revocable trusts can go by other names like living trusts, inter vivos trusts or even “loving” trusts, but their purpose is the same: to address the problems that traditional last wills and testaments ...

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 ...

Question: I understand that when you set up a trust, the assets that are in the name of the trust are protected from lawsuits and creditors. If this is so, it seems like that in today’s litigious ...

Business owners and families of wealth should know that a properly structured trust can be a very effective alternative to a pre-nuptial agreement. Preparing for your child's wedding should be a ...

Asset protection can ensure your financial plan stays on track George Lambert has spent 30+ years in the financial industry; his roles include CFP, certified divorce financial analyst, and FINRA ...

If you are a professional, entrepreneur, investor, or family steward with meaningful personal assets, a well‑crafted Domestic Asset Protection Trust (DAPT) can help you proactively shield wealth from ...

As you approach or enjoy retirement, protecting the wealth you've accumulated throughout your career becomes a top priority. You've spent decades in government service building up your Thrift Savings ...

Consider that most estate plans include some level of asset protection by their nature, even when a client may not specifically be focused on asset protection planning strategies. Recognize that a ...