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 ...

The right jurisdiction can mean the difference between adequate planning and exceptional wealth preservation.

The Spousal Limited Access Trust (SLAT) is mostly used to transfer assets out of the donor’s taxable estate yet provide “limited” access to the donor’s spouse and other beneficiaries. Not just for the ...

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 ...

The Law Office of Libby Banks, PLLC announces expanded educational initiatives and comprehensive estate planning services designed to help Arizona families navigate complex asset protection and legacy ...

The average American is generally unconcerned with federal estate taxes because exclusions are historically high. As of 2020, this federal transfer tax only applied to an estimated 0.2% of deceased ...

Irrevocable grantor trusts protect farm assets from nursing home expenses while maintaining stepped-up tax basis for heirs.

There has lately been a renewed interest by clients in asset protection planning. A problem for these clients and their planners who are unfamiliar with asset protection planning is that there is ...

Divorce is a major financial risk. Early offshore asset protection can preserve wealth before courts, costs, and forced ...

Quick Read Probate attorney fees are calculated as a percentage of estate value. Some estates lose over $100,000 to court ...