Having estate planning conversations with your clients? Wealth.com has created this checklist to help financial advisors ...

I thought planning for death or injury was something I wouldn’t have to worry about for many years. But the truth is that ...

For many farm and ranch families, bringing children or grandchildren into the operation is the ultimate goal. Successfully ...

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 ...

In the world of financial planning, an often talked about aspect is estate planning. Estate planning can mean many different things. For most people, it involves creating a last will and testament ...

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

Estate planning is often considered a task for the wealthy or those nearing retirement. However, it is a vital process for ...

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

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 ...

The new offering, rolled out to 600 advisors this month, will let clients pay $3,600 a year for services that extend beyond ...

Jeffrey M. Verdon of Falcon Rappaport & Berkman LLP integrates asset protection planning with advanced estate planning to preserve his affluent clients' legacy from financially ruinous lawsuits.

The Treasury Department received a mysterious and anomalous payment of $7 billion in estate taxes in early 2023, which ...