I write about charitable giving and estate planning ideas ... the status of all of your planning. If all your advisers have been kept “in the loop” with the summary memos noted above, the ...

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions ...

Creating an estate plan is a lot like getting into better shape. We all know we should do it, but most of us never make the first move because the task seems daunting. You will have to look ...

Passing away without an estate plan is a huge mistake that can tie up your estate for years in probate. Yet, many people fail to create a will, living trust and other key financial instructions.

Establishing an estate plan is extremely important ... t mean they should not be periodically reviewed and updated. Older templates become outdated. Addresses, phone numbers or even the agents ...

It’s widely understood that estate planning consists of passing on wealth from one generation to the next. While this is ...

Opinions expressed by Forbes Contributors are their own. I write about charitable giving and estate planning ideas. have a significant and perhaps disturbing impact on your planning. The CTA ...

The passage of the SECURE Acts presents some challenges and some opportunities in estate planning. The 10-year rule drastically reduces the ability to transfer wealth from one generation to the next.

Map out your family's future and leave a legacy with well-drawn wills, the right types of trusts, and careful estate planning. How do I set up a trust fund? To set up a trust, you first need to ...

estate planners have often taken that quote to heart and acted as though estate planning is fundamentally about death and the avoidance of a resulting death tax. To the contrary, the fundamental ...

This is understandable. For starters, most of us don’t expect to die anytime soon. Even those of us who have planned ahead with a well-crafted testamentary device still likely haven’t considered the ...

Now showing summary data for the 2024 election cycle. Now showing data for the election cycle. The real estate industry, which experienced a boom and bust that tracked closely with the 2008 financial ...