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 ...

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 ...

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 is one of those tasks that makes almost any other job look appealing, no matter how lowly. The good news is that you’ve probably already done a little bit of estate planning—you just ...

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 ...

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 ...

Financial advisors and tax professionals seeking to help clients protect trust assets in the event of divorce, lawsuits or an extravagant heir should know the basics of a spendthrift clause.

Estate Planning Basics 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 ...

If you’ve already started your estate planning, congratulations — you’re ahead of the curve and protecting what matters most! As of 2025, only about 24% of American adults have a will or estate plan, ...

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, ...