An important gap in many financial plans is the failure to review with an estate planner the potential risks to losing assets and the ways available to protect those assets. The risk to estate leakage ...

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 ...

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 ...