Khadija Khartit is a strategy, investment, and funding expert, and an educator of fintech and strategic finance in top universities. She has been an investor, entrepreneur, and advisor for more than ...

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 ...

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 ...

I'm a single parent, and am looking at ways to minimise inheritance tax on my estate when I die. I looked into passing my home to my adult son and daughter while I am alive, but it seems that as I am ...

Business owners and families of wealth should know that a properly structured trust can be a very effective alternative to a pre-nuptial agreement. Preparing for your child's wedding should be a ...

These days, it’s not unusual for a client to use a trust instead of a will for their estate planning. Trusts offer a range of benefits, including asset protection, privacy, and efficient distribution ...

Deciding how to own immovable property is a pivotal step when making such a major financial or strategic investment whether for personal use, business growth, or investment purposes. This decision ...

Consider that most estate plans include some level of asset protection by their nature, even when a client may not specifically be focused on asset protection planning strategies. Recognize that a ...