Real estate investors and developers understand and embrace risk but do not always judge it well. When the market is hot, many developers, investors and owners sign personal guarantees. Now that the ...

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 ...

When I was a freshly-minted real estate attorney (my firm now employs over 400 people in four states), I was all about the asset protection and the tax savings. I would give my clients great ...

Consider that most estate plans include some level of asset protection by their nature, even when a client may not specifically be focused on asset protection planning strategies. Recognize that a ...

Generally speaking, most accountants and CPAs who help clients with the choice of entity focus on the tax aspect of each entity. That makes sense, but in order to help clients make fully informed ...

As consultants to hundreds of physicians, including ophthalmologists, we encounter many misconceptions about asset protection planning every day. In this article, we will address the most important of ...

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 ...

Navigating the labyrinth of asset protection can be daunting. HR is not just a bystander but a vital educator in safeguarding an employee's hard-earned wealth. This narrative often orbits around two ...

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 ...