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 ...

Question: I understand that when you set up a trust, the assets that are in the name of the trust are protected from lawsuits and creditors. If this is so, it seems like that in today’s litigious ...

For restaurant owners, protecting business and personal assets from lawsuits, creditors, and financial risks is essential. One of the most effective legal strategies is using trusts to shield wealth ...

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

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 ...

Protecting assets against loss is a common goal of estate planning. Asset protection trusts come in many different forms and can be used to protect property for the use and benefit of clients as well ...

For over 30 years, the Cook Islands has been the gold standard for asset protection trusts. This remote South Pacific nation offers ironclad protection for wealth and investments that is simply ...

What Is an Asset Protection Trust? An asset protection trust is an irrevocable trust used to protect your assets from creditors, unjust lawsuits, and court decisions. Typically, they are funded with ...

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 ...

Learn how irrevocable trusts protect assets, reduce estate taxes, and provide long-term financial control by placing wealth under the management of an independent trustee.