"An estate plan that’s ready to go when it’s needed...belongs in a binder, and a lot of important documents are aggregated in ...

As Rafael Loureiro, co-founder and CEO of Wealth.com tells InvestmentNews that the industry is undergoing a massive shift ...

When my dad sent me a document with all important information I cringed because he wasn't even sick. I wish I could thank him ...

The One Big Beautiful Bill Act raised the federal estate tax exemption starting in 2026 to $15 million for an individual and $30 million for a couple. This could eliminate federal estate taxes for ...

Distributing an inheritance equally can demonstrate to your adult children that they are equally loved and valued, regardless of their financial situation, career achievements or personal choices. If ...

Veterans benefits are not automatically incorporated into traditional estate plans, and failing to account for them can be ...

All I could think of was what would happen to our sons if something were to happen to my husband and me. We agreed on ...

With the Big Beautiful Bill reshaping estate and gift taxes, Jennifer Cona shares year-end strategies to maximize charitable giving and update estate plans.

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. As life evolves your estate plan needs to be updated. Life events such as ...

In the complex world of estate planning, one critical element often flies under the radar: beneficiary designations. These ...

Discover how to select estate planning software that enhances client relationships, wins new business and differentiates your ...