Editor’s note: To help CPAs meet the needs of older clients, the PFP Section has chosen to focus on elder planning as a thought leadership topic. This is the third in a series of articles about ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The Corporate Transparency Act (CTA) was established to tackle issues such as ...

Many clients sign estate planning documents without paying much attention to the clauses they contain. One clause that few clients pay attention to is the one governing how that client’s incapacity ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

There are important estate planning documents everyone should have so they can be ready for life’s uncertainties. These include a will, revocable trust (if appropriate), financial and health care ...

Making sure you have the right estate planning documents is one of the simplest ways to have a positive impact on your family's future. Proper planning ensures that your wishes will be followed and ...

According to Michelle Ogata, Principal Attorney at Estate Planning Partners Hawaii, Estate Planning is one of the most important steps you can take to protect your loved ones and your assets. Ogata ...

A new year ushers in a time of retrospection, development, and building for the following year. Amidst all such resolutions that you may make, few decisions will prove to be as severe and longstanding ...

No matter what business you're in, paperwork and digital documents tend to pile up. Without a good document control process, you may have problems, warns Qualio. You might not find the documents you ...