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 ...

Protecting assets against loss is a common goal of estate planning. Asset protection trusts come in many different forms and can be used to protect property for the use and benefit of clients as well ...

For instance, if you die as an expat, probate can take years in your home country and even longer if you have assets in ...

When creating an estate plan, many people write a will. But a will won’t provide the same protection as setting up a trust. Unlike wills, trusts offer control and protection for those who hold assets ...

Offshore trusts can be a smart and secure way of protecting your assets and safeguarding your wealth against potential creditors and legal claims. For many Americans over age 50, building and ...

Many turn to domestic asset protection trusts (DAPTs) to shield their wealth, assuming they offer strong protection. However, without understanding their legal vulnerabilities, your assets may still ...

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 ...

Both transfer an estate to heirs, but only a trust can skip probate court Matthew Jarrell is the founder of DocSpot Financial. He has 5+ years of experience creating investment, tax, and estate ...

A trust may contain the correct tax provisions, beneficiary protections, and fiduciary instructions, but the plan only works if the right assets are actually connected to the trust. Funding a trust ...

There are many ways of unlocking a trust, and many conditions that would trigger such an action. Here's the need-to-know on when you should unlock a trust.

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 ...

The death of the offshore asset protection trust has, by some, been greatly exaggerated. 1 In recent years, attacks on a few such trusts under extreme circumstances have resulted in the incarceration ...