Revocable trusts can go by other names like living trusts, inter vivos trusts or even “loving” trusts, but their purpose is the same: to address the problems that traditional last wills and testaments ...

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 balancing the asset protection tradeoffs in using trusts and LLCs, if a trust maker retains more powers and controls over a trust or LLC, the trust maker might be afforded less asset protection. So ...

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 ...

For celebrities and other public-facing individuals, public property ownership creates risks beyond civil liability. Property ...

For more than four decades, Howard Rosen has been a trusted authority in asset protection and taxation, combining his ...

Editor’s note: This is part 16 — and the final article — of a series about the fundamental principles of using trusts and LLCs in estate planning, asset protection and tax planning. The effectiveness ...