Gen Xers and Millennials would like to know if they're going to inherit (and how much), but Baby Boomers in general don't ...

It's the grim task that you keep pushing to the bottom of your to-do list: Thinking about your death and what will happen to your money and your legacy. But once you do finalize your estate plan, ...

It can be easy to overlook, but an estate plan is essential for nearly everyone, whether you have a lot of money or just a little. An estate plan tells your heirs and the courts how to divide up your ...

As we enter National Estate Planning Awareness Week (Oct. 21-27), this is a good time to help the public understand what estate planning is and why it is such a vital component of financial wellness.

PHOENIX — For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place. In fact, president and founder of Bright Wealth Management Matt ...

Now might be the time to digitize your estate plan. Here's why. It's a common approach for devoted families to thoughtfully consider how to protect their loved ones after they're gone. Often, the ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. The recent deaths of actor Gene Hackman and his wife Betsy Arakawa ...

Now is the time to plan for your loved ones. Life-altering changes happen in the blink of an eye, but preparing ahead protects your plans and wishes. To continue ...

Thanks to the Internal Revenue Service for its help to the estate-planning and charitable-giving community, by publishing sample charitable lead annuity trusts (CLATs). This is a welcome benefit for ...

Myron Friesen discusses the One Big Beautiful Bill Act, which included many items of interest in terms of farm estate planning, as well as important components of a farm estate plan to consider. A ...

Is it time to update your estate plan or trust? How often should one revisit existing estate planning? What impact will taxation have upon your present and future finances and estate planning? A lot ...