Lawyers and other professionals warn that it can be costly and complicated to close down a trust. Here's what you need to ...

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 ...

Learn about asset protection trusts. Find out its definition, how it works, its types, its advantages and disadvantages, 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 ...

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 ...

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 ...

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 ...

The family financial legacy you thought was untouchable could be a key issue in a split, writes Anthony Keane.

A spendthrift clause in an estate plan can protect an inheritance from a financially irresponsible child's debts and poor decisions. "Arthur" asked one of the most frequent questions I hear from ...

Before you finalize beneficiary designations, here are seven important factors every Idaho resident should consider.