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 ...

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

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 ...

Now might be the time to digitize your estate plan. Here's why. It's a common approach for devoted families to thoughtfully consider how to protect their loved ones after they're gone. Often, the ...

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 ...

In the realm of estate planning, there can be a lot of confusion around terminology. Often people come into our offices asking for or about one type of legal document or another, and either they do ...

While the step-transaction doctrine might sound arcane it is one of many tax constructs that might well undermine steps you might take to plan your estate to reduce future estate taxes or to protect ...