Estate planning ensures that your end-of-life wishes are carried out and your assets are handled according to your desires. Many or all of the products on this page are from partners who compensate us ...

Industry expert predicts estate planning transformation driven by technology, rising client demand and advisor-attorney ...

As we step into 2025, the theme for estate planning is: Be prepared. With significant regulatory, economic, and industry changes on the horizon, preparation is not just advisable—it is essential. This ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Senator Chuck Grassley, a Republican from Iowa, departs following a vote at ...

How will the new federal budget impact your taxes? Experts analyze the $30 million estate exemption and generation-skipping transfer rules. Update your plan today.

When it comes to transferring wealth, estate planning and tax planning go hand in hand. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you ...

Estate planning, though often perceived as complex and confusing, becomes less daunting with increased understanding. While initiating the process may seem overwhelming, a well-executed and thorough ...

Though estate planning isn't the most enjoyable aspect of personal finances, it's one of the most crucial. Getting your affairs in order ensures your loved ones aren't left scrambling over your assets ...

Bruce Miller has 30+ years of experience providing financial planning services to clients. He is a contributor to several financial websites. Ebony Howard is a certified public accountant and a ...