As you or your parents get older, it's natural to start thinking about the future and the financial impact of long-term care. Many people worry that nursing home costs and medical expenses could ...

In the tumultuous realm of financial instability, ensuring the safety of your assets emerges as an imperative concern. The looming specter of bankruptcy casts a daunting shadow, threatening the ...

Picture this: You're sitting down to lunch with an extremely successful prospect and you're hitting it off. He has amassed a net worth of millions and would make a valuable client. You think you've ...

Tax planning always requires forethought; however, this upcoming year it is even more vital. The Tax Cuts and Jobs Act (TCJA) doubled the estate tax exemption to $13.61 million for individuals and $27 ...

AI isn’t just helping advisors work smarter—it’s also arming fraudsters with frighteningly convincing tools. Jeffrey DeHaan ...

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 ...