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 ...

Limited liability companies (LLCs) are business entities that can be used as powerful asset protection tools and as “disaster containment units.” LLCs avoid cross-liability where a lawsuit against one ...

Jeffrey M. Verdon is a partner and chair of the Asset Protection Practice Group at Falcon Rappaport & Berkman LLP, a full-service law firm based in New York and working from the Newport Beach, Calif., ...

Economic downturns put client assets at risk as market declines, business stress, and job losses can reduce portfolio values. During these times, advisors need to come up with practical steps to help ...

In 2025, affluent retirees face an increasingly complex financial landscape. Protecting and growing wealth now requires a multifaceted approach, and the stakes are particularly high when dealing with ...

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 ...

Planning for long-term care is a crucial but often overlooked part of estate planning. Determining who will care for you and how that care will be paid for can be an uncomfortable conversation, yet it ...

Coral Gables, Florida , Dec. 26, 2025 (GLOBE NEWSWIRE) -- A recent legal analysis highlights a critical limitation in traditional estate planning strategies, revealing that living trusts alone often ...

Owning and operating a restaurant in New York comes with significant financial and legal responsibilities—especially when real estate is part of your investment portfolio. As a restaurant owner, you ...