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 ...

“Anybody with wealth needs to plan,” says Shenkman. Estates with values exceeding the exemption amount by more than $1 ...

Jeffrey M. Verdon is a partner and chair of the Asset Protection Practice Group at Falcon Rappaport & Berkman LLP, a full-service law firm based in New York and working from the Newport Beach, Calif., ...

So, you’ve been contemplating calling an estate planner for years to get a will. That is likely not enough. Certainly, you should have a durable power of attorney to address financial and legal ...

Learn what inter-vivos trusts are, its types, benefits, drawbacks, and tax implications. Get insights on how to fund and how ...

Editor’s note: This is part three 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 ...

For many affluent and successful individuals who are concerned about losing their wealth in unfounded or frivolous lawsuits, the answer might be asset protection planning. According to Homer Smith, ...

Trusts offer many significant benefits for estate planning, including asset protection and efficient wealth transfer. As the leading authority on tax management and wealth generation, Tom Wheelwright ...

The challenge bedevils many heirs' property owners. Here's why experts say it's such a threat and how financial professionals ...

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 ...

What happens when a client's estate planning goes beyond conventional assets such as a home, financial accounts and business interests, but also includes prized works of art, gold bars or a private ...