Discover how the cash asset ratio assesses company liquidity by dividing cash and marketable securities by current liabilities to measure short-term financial health.

Whole life, when designed correctly, functions like a no-drama bond portfolio with perks. It offers steady growth, legal ...

A receiver is an officer of the court, an agent of the debtor's estate, and an agent of the debtor itself. One of the tools used by creditors to defeat sophisticated asset protection plans is the ...

Clearwater Analytics (NYSE: CWAN), the most comprehensive technology platform for investment management, and J.P. Morgan Asset Management today announced an integration that transforms how hedge funds ...

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 ...

In 2009, New Hampshire joined what was then a small group of states that statutorily permitted the creation of a domestic asset protection trust (“DAPT”). Although today, 20 states in the U.S. allow ...

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 ...

When creating an estate plan, many people write a will. But a will won’t provide the same protection as setting up a trust. Unlike wills, trusts offer control and protection for those who hold assets ...