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 ...

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 ...

After reaching a certain level of success, the assets of entrepreneurs and investors can become easy targets for litigat ...

With the average cost of nursing home care exceeding $12,800.00 per month, families are concerned about how they will pay for that care. No one wants to be placed in a nursing facility, but the ...

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 ...

Career transitions change how your finances are structured. Income may become inconsistent, employer benefits can disappear, ...

The 2025 Trust & Will Estate Planning Report shows that Americans are not willing to make plans for the future, even though their finances are more uncertain than ever. The report, which was based on ...

Picture this: You're sitting down to lunch with an extremely successful prospect and you're hitting it off. He has amassed a net worth of millions and would make a valuable client. You think you've ...

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