Estate planning helps 'forestall bad outcomes,' author says — you need some key documents even at age 18 Research shows that ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Everyone understands the need for certain critical estate planning ...

It's the grim task that you keep pushing to the bottom of your to-do list: Thinking about your death and what will happen to your money and your legacy. But once you do finalize your estate plan, ...

Discover how to infuse your estate plan with values, traditions and purpose this holiday season to create a legacy that ...

Nobody wants to think about how their loved ones will cope when they die, but it’s important to plan effectively to ensure a smooth transition of your wealth and worldly possessions – even if you’re ...

It’s easy to understand that misconception. A key focus of estate planning is to reduce the tax liability on your estate when you die. In 2024, however, the estate tax applies only to estates worth ...

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly: Cleaning the filter on the vacuum cleaner has more appeal. You may even wonder if your assets ...

Hiring an estate planning lawyer is one of the most consequential financial decisions I can make, because the right attorney ...

Estate planning may not be popular, but it is an essential process to ensure your life’s work is appropriately taken care of after you pass. A strong estate plan benefits everyone. Do you own any ...

Many baby boomers may hesitate to discuss money with their kids, but the reality is that a massive amount of wealth will be transferred in the next couple of decades. Cerulli Associates estimates that ...

Comerica reports on seven critical gifting mistakes in estate planning that can lead to tax liabilities, urging careful ...