If you’re like most people, you worked hard all your life, raised a family, and provided a leg-up for your children. But now that you need care, the cost is going to wipe out your family’s assets in ...

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 ...

Whether traveling for business or pleasure, solo or with family, planning a relaxing stay at the beach or an adventurous trek through the mountains, there is a travel protection plan for everyone. But ...

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 ...

So, you’ve been contemplating calling an estate planner for years to get a will. That is likely not enough. Certainly, you should have a durable power of attorney to address financial and legal ...

Please provide your email address to receive an email when new articles are posted on . As advisors to physicians throughout the U. S., we often learn what misconceptions physicians have regarding how ...

Let’s work off of this premise: an estate planner’s job is to help a client pass their value and values to the following generations to the fullest extent possible, addressing as many of the obstacles ...

New vehicles are pretty darn complicated these days. Besides all the exterior cameras, the fancy infotainment screens, and the distance-pacing cruise control systems, there are the less obvious areas ...