One of the main reasons I work hard and try to generate wealth is to be able to pass it on to my loved ones when I'm no longer with them. I know I'm not alone in this sentiment, either. Countless ...

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 ...

Government plans to make inheritance tax due on pensions, plus other changes to IHT rules, have seen a leap in people enquiring about the use of trusts to protect their wealth. So what are trusts, and ...

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 ...

A family trust can provide a structured plan for distributing assets, avoiding probate and distributing timely inheritance for beneficiaries. It can also offer tax benefits by potentially lowering the ...

Trusts are typically set up to manage and distribute assets where there is some good reason or another for not handing them over outright. Common motives for families doing this are to avoid ...

Prenuptial agreements are the cornerstone of protecting family wealth. Even without a prenup, however, the structure of an estate plan can help keep wealth in the family. This article is part of "The ...

Many clients look at their assets and think, “I really don’t have that much. My estate plan can be very simple.” However, you have worked a lifetime and likely hope to leave a legacy of both family ...

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 ...