When it comes to transferring wealth, estate planning and tax planning go hand in hand. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you ...

At-home DNA kits reveal unknown heirs, sparking inheritance disputes. Estate planners must adapt strategies to protect ...

Forbes contributors publish independent expert analyses and insights. SungardenInvestment.com, former investment advisor and fund manager. Estate planning is an often overlooked topic during the ...

Estate planning attorneys can walk you through your end-of-life arrangements, from wills to medical directives. Many, or all, of the products featured on this page are from our advertising partners ...

For decades, estate planning has carried a reputation for exclusivity; expensive, opaque, and primarily designed for the wealthy. But technology, and especially AI, is dismantling those barriers. “For ...

If you're an estate planner—or need one—learn about these certifications Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit ...

Though estate planning isn't the most enjoyable aspect of personal finances, it's one of the most crucial. Getting your affairs in order ensures your loved ones aren't left scrambling over your assets ...

Bruce Miller has 30+ years of experience providing financial planning services to clients. He is a contributor to several financial websites. Ebony Howard is a certified public accountant and a ...

Forbes contributors publish independent expert analyses and insights. I write about retirement income planning – and risk. As I approached the front desk of the immediate care clinic, I expected the ...

If spending makes you nervous, the 'Die With Zero' rule might be for you. Because you don’t want to be the richest person in the graveyard. Planning in these five areas is required so you're covered ...