Building a life you’re proud of has taken a lot of work. Now’s the time to make sure your legacy lives on. Whether you’re a seasoned investor or even just getting started, estate planning is ...

Having an estate plan ready to go is like preparing a lifeboat for loved ones, helping them avoid confusion as they deal with ...

NASHVILLE, Tenn. (WTVF) — When you are planning for the future, protecting your major assets in your estate can be tricky. Hank Parrott and Aristotle McDonald from Estate and Financial Strategies, Inc ...

The COVID-19 pandemic has focused us all on necessities and on trying to prepare for an uncertain future. This article outlines why an estate plan is one of those necessities. I Don’t Have an Estate ...

Estate planning is a broad term that can look different for everyone. You should become familiar with two basic documents: a will and a trust. The American Bar Association is an excellent resource for ...

In the next webinar in our Estate Planning 101 series, wealth preservation attorney Whitney Patience O’Reilly will discuss the basics of trusts. She will review the differences between revocable and ...

E. Napoletano is a former registered financial advisor and award-winning author and journalist. Ben is the former Retirement and Investing Editor for Forbes Advisor. With two decades of business and ...

You've prepared the nursery, stocked up on diapers and even sent your baby shower thank-you notes. Now it's time to check a big one off your to-do list: Preparing for the unexpected. Whether you are ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The proposed tax law changes, the pandemic, the threat of inflation and ...