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 ...

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 ...

In 2025, affluent retirees face an increasingly complex financial landscape. Protecting and growing wealth now requires a multifaceted approach, and the stakes are particularly high when dealing with ...

For both asset protection and tax planning purposes, an irrevocable trust maker must decide on many important trust features concerning how much possession and enjoyment they will retain over the ...

Do you need an asset protection strategy in San Diego, California? What is an “Asset Protection Strategy” and who should make sure to have an asset protection strategy in place? An asset protection ...

In today’s complex commercial real estate market, owning a property is only the first step in creating long-term value. Success depends on a clear strategy, strong execution and the ability to adapt ...

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 ...

In recent years, I have seen more couples enter marriage with “separate property”—or assets acquired individually, by gift or by inheritance before their legal union. Separate property can include a ...

Owning and operating a restaurant in New York comes with significant financial and legal responsibilities—especially when real estate is part of your investment portfolio. As a restaurant owner, you ...