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 ...

The Law Office of Libby Banks, PLLC has announced that it is expanding its educational seminars to help clients better understand estate planning and asset protection. The firm, known for its ...

Revocable living trusts are often the core estate planning vehicle for the basic estate plan. Generally, revocable living trusts are touted as an incredibly versatile estate planning tool, which ...

A trust is a legal agreement establishing how assets will pass from one owner to another when certain conditions are met.

Editor’s note: This is part 16 — and the final article — of a series about the fundamental principles of using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness ...

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 ...

It’s the grim task that you keep pushing to the bottom of your to-do list: Thinking about your death and what will happen to your money and your legacy. But once you do finalize your estate plan, ...

Donlevy-Rosen & Rosen, P.A., a Coral Gables-based law firm recognized for its leadership in asset protection planning, has ...

Opinion: Investors seeking to retitle interests must follow a fund’s requirements to maintain regulatory compliance and protect the fund’s status.

A January 30, 2014 CNBC report by Herb Weisbaum (1) reviewed a comprehensive study and subsequent report by the National Consumer Law Center (NCLC) that uncovered widespread irregularities in the ...