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 ...
Equity stripping reduces property equity to deter creditors or facilitate predatory lending. Understand the process and ...
Divorce is a major financial risk. Early offshore asset protection can preserve wealth before courts, costs, and forced ...
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 ...
For high-net-worth individuals looking to protect hard-earned assets, international asset protection strategies offer many appealing options. From offshore trusts and bank accounts to limited ...
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 ...
Editor’s note: This is part 13 of an ongoing series about using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness of these powerful tools — especially for asset ...
Control and protection are always the key tradeoffs in irrevocable trusts. Despite what a company marketing a “special” trust may say, the more control that a trust maker keeps over an irrevocable ...
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