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 ...

Estate planning is crucial for financial wellness. Learn why regular reviews are essential and what 2026 tax law changes mean ...

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 ...

An important gap in many financial plans is the failure to review with an estate planner the potential risks to losing assets and the ways available to protect those assets. The risk to estate leakage ...

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 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 ...

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

It is well-settled law in all of our states that a husband and wife can contract with one another. 1 It's also well-settled that, in all states, future spouses can enter into a pre-marital contract, ...

It's the grim task that you keep pushing to the bottom of your to-do list: Thinking about your death and what will happen to your money and your legacy. But once you do finalize your estate plan, ...

After reaching a certain level of success, the assets of entrepreneurs and investors can become easy targets for litigat ...