Insurance can help affluent families with estate planning, tax mitigation and building a legacy for future generations ...

Forbes contributors publish independent expert analyses and insights. I help ultra-high-net-worth families achieve multigenerational wealth. Media headlines about the wealth and succession plans of ...

You’ve dedicated your life to ensuring the financial security of your family. However, without proper preparation, your estate may be unnecessarily depleted, undermining the fruits of your work.

With the proliferation of states that have abolished the rule against perpetuities (RAP) or introduced a statutory RAP with an extremely long term (for example, 800 years or 1,000 years), settlors may ...