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 ...

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 ...

Estate planning simply refers to the preservation, management, and distribution of a person’s assets to their loved ones ...

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 ...

It would be virtually impossible for a layman or a lawyer who is not a full-time estate planner to identify whether a will 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 ...

Without one, assets could go to unintended parties by default through the complex process of probate, writes Community ...

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.

The landscape designer Donald Pell believes using a wider palette with nonnatives from around the world can add joy to gardens. By Margaret Roach More couples are asking their wedding guests to ...

When you need a power of attorney or lawyer to write your last will and testament, a trusted estate planning attorney ... choose to rewrite their business summary. When that happens, we clearly ...

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 ...