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 ...

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

This article explores essential estate-planning documents, including the key differences and similarities between a Last Will and Testament and ...

Now is the time to plan for your loved ones. Life-altering changes happen in the blink of an eye, but preparing ahead protects your plans and wishes. To continue ...

Worse, nearly a quarter of respondents haven't updated their estate planning documents since origination, and 11% have moved away from the place they first had their estate drawn up, the poll said.

When most people think of estate planning, they think of it as a one-time task—something you check off the list after a major life event, such as getting married or having a child. You create a will, ...

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 ...

Editor's note: This is the fifth article in a step-by-step guide for getting your financial house in order. We've already brought you information on compiling your net worth statement, reviewing asset ...

Among the “top financial fears” of Americans, a survey by WalletHub found that 35% of respondents said an unplanned emergency ...

As the sun sets on the Tax Cuts and Jobs Act (TCJA) at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows ...

Putting off something so important can have some pretty big ripple effects, according to certified financial planner Derieck ...