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 ...

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 ...

There has lately been a renewed interest by clients in asset protection planning. A problem for these clients and their planners who are unfamiliar with asset protection planning is that there is ...

Over the past few decades much has been written about the benefits of engaging in asset protection planning to protect one’s legacy from future unknown, unforeseen lawsuits and other third-party ...

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 ...

Extensive research on ultra-high-net-worth (UHNW) families reveals a consistent gap between risk exposure and protective planning. Recent data from a study of 207 UHNW families—those with net worths ...

Over the past few decades much has been written about the benefits of engaging in asset protection planning to protect one’s legacy from future unknown, unforeseen lawsuits and other third-party ...

Best Estate Planning Lawyer Provides Sophisticated Legal Strategies for Asset Protection, Probate Guidance, and Legacy P ...

When we take on a new physician client, including a gastroenterologist, we often find that they have received little advice or direction from their CPAs in the area of asset protection. As a CPA with ...

As you or your parents get older, it’s natural to start thinking about the future and the financial impact of long-term care. Many people worry that nursing home costs and medical expenses could ...

Daniel L. Daniels, David T. Leibell and Russ Alan Prince As anyone who rides public transportation or watches late-night TV can attest, our society is a litigious one. We've all seen the ads: “Have ...