Are you unclear about what you should leave out of your will when estate planning? Legal experts share the 10 items to exclude. It's easy to feel intimidated by industry jargon when you're ...

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 ...

Opinions expressed by Forbes Contributors are their own. I write about charitable giving and estate planning ideas. Everyone understands the need for certain critical estate planning documents ...

Like so many other couples in their 40s, they had talked about estate planning but never got around to it. “You think you have forever to do all that, but you don’t,” says Brooks of ...

Q: If a couple has beneficiaries listed on their accounts, why do they need to create an estate plan? A: I hear this question a lot: Why should I plan if I can just take care of our accounts by ...

In fact, said Fidelity, "roughly half of Americans don't have a will, and even fewer have an estate plan." But coming up with a plan for your finances in the event of your death (or incapacitation ...

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 ...

Diamond Dogs / Getty Images A bequest is a gift of assets to individuals or organizations through the provisions of an estate plan, such as a will or a trust. Bequests can be made to family ...

Its impact, deliberately, extends much farther than the entities involved and has a significant impact on estate planning in general, and succession planning – especially those involving trusts.

To put it simply, estate planning involves deciding how you want your assets distributed after you die (or become unable to make your own financial decisions). Estate planning can be complicated ...

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 planning for millionaires is crucial, as wealthy families have more to protect and pass on to the next generation.