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 ...

As Oxford Advisory Group notes, planning for the future involves making choices that secure assets, care for loved ones, and support meaningful causes.  Estate planning tools, such as trusts, can help ...

Trust-based property schemes, also known as ‘family protection trusts’ or ‘asset protection trusts’, are often promoted as a way for individuals and families to protect their assets, reduce ...

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 ...

The death of the offshore asset protection trust has, by some, been greatly exaggerated. 1 In recent years, attacks on a few such trusts under extreme circumstances have resulted in the incarceration ...

My husband has a trust from his parents. We also have created a revocable trust for our daughter in the hopes of passing our home on to her. Is it possible to fold my husband's trust into our daughter ...

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 ...

What Are Inter-Vivos Trusts? An inter-vivos trust, also known as a living trust, is a legal arrangement that allows an individual (the grantor) to transfer ownership of their assets to a trust managed ...

With success, comes risk: The more assets you accumulate and the more diverse those assets, the more you are susceptible to higher risk. It’s no secret that the United States is a highly litigious ...

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 ...