Governance mechanisms further enhance trust durability. The inclusion of a trust protector provides an additional oversight ...

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 ...

Donlevy-Rosen & Rosen, P.A., a Coral Gables-based law firm focused on wealth preservation through legal structuring, ...

If you’re like most people, you worked hard all your life, raised a family, and provided a leg-up for your children. But now that you need care, the cost is going to wipe out your family’s assets in ...

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 ...

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., ...

Please provide your email address to receive an email when new articles are posted on . As advisors to physicians throughout the U. S., we often learn what misconceptions physicians have regarding how ...

Planning for long-term care is a crucial but often overlooked part of estate planning. Determining who will care for you and how that care will be paid for can be an uncomfortable conversation, yet it ...

Daniel L. Daniels, David T. Leibell and Russ Alan Prince As anyone who rides public transportation or watches late-night TV can attest, our society is a litigious one. We've all seen the ads: “Have ...

Susan and Jim worked hard their entire lives to create a comfortable nest egg that would last throughout retirement and allow them to leave an inheritance for their children and grandchildren. They ...

New ranking system evaluates 50 countries across seven key factors affecting international wealth management and ...