Estate planning might sound like something that’s just for wealthy people with huge beach houses and billions in the bank. But the truth is that estate planning is something we all need to think about ...

To handle your client's financial affairs after his death, estate documents and compliance with state law are required. As a broker, the basic estate planning problem to look for with any client is ...

When you’re wearing multiple hats while managing your startup’s operations, there's hardly any time to stop and think about what would happen if things were to go catastrophically wrong. You probably ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Crafting a carefully considered estate plan can ensure ...

Estate planning matters if you're hoping to preserve as much of your wealth and assets as possible for future generations. One of the biggest challenges is finding ways to minimize your tax liability, ...

Listen and subscribe to Decoding Retirement on Apple Podcasts, Spotify, or wherever you find your favorite podcasts. Imagine leaving your family not only your assets but also a clear plan that ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The proposed tax law changes, the pandemic, the threat of inflation and ...

Finances FYI is a weekly series providing straightforward finance tips and best practices to help improve financial literacy. When it comes to looking to the future, one of the most important steps ...

Estate planning has a reputation for being complicated, uncomfortable, and easy to delay. That’s a problem; when life moves fast, an outdated estate plan can create confusion, conflict, and ...

A couple of years ago, in Lagos, Nigeria, there were two families – the Sanyas and the Okonkwos, who lived in the same neighbourhood. Although both Alex and Yetunde Sanya held their loved ones in high ...