Forbes contributors publish independent expert analyses and insights. Cicely Jones simplifies financial concepts for young professionals. Having lived and worked in San Francisco and New York, I’ve ...

Creating a will and a basic estate plan is one of the most important financial steps Americans can take to protect their ...

Financial advisors and tax professionals likely work with many wealthy clients, though none of those customers is likely to have an estate the size of Warren Buffett's. Nevertheless, his strategies ...

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and ...

We, as humans, are one fickle lot. We strive to be happy and healthy, and we typically understand what activities and habits can lead us there, but when push comes to shove, our actions aren’t highly ...

Estate planning has quickly become one of the most in-demand workplace benefits, as employees search for financial security that goes beyond equitable compensation and 401(k)s. Processing Content ...

You may need an estate-planning lawyer for parts of your estate plan, but your first conversation should be with your financial advisor. Your financial advisor knows you and your money. He or she can ...

An estate plan requires a three-step process of design, structure and the often-missed step of funding your assets to ensure ...

Attorneys have long been the go-to source for estate planning guidance, but new data suggests financial advisors are now the first call for many clients seeking help. Processing Content The survey, ...

WSJ Buy Side is The Wall Street Journal’s research and commerce team. Our commerce content is distinct from our newsroom coverage. We earn a commission from some links in our articles. Learn more.

In recent years, employers have made important strides in supporting employee mental health. Initiatives around mindfulness, therapy access and workplace flexibility are now more common than ever. HR ...