When you’re wearing multiple hats while managing your startup’s operations, there's hardly any time to stop and think about what would happen if things were to go catastrophically wrong. You probably ...

Estate planning might sound like something that’s just for wealthy people with huge beach houses and billions in the bank. But the truth is that estate planning is something we all need to think about ...

Estate planning matters if you're hoping to preserve as much of your wealth and assets as possible for future generations. One of the biggest challenges is finding ways to minimize your tax liability, ...

That, in a nutshell, is the purpose of estate planning, a topic many people still view as mystifying or reserved for the wealthy. “Many people think an estate plan is just a will, but it is much more ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Crafting a carefully considered estate plan can ensure ...

As part of Benefits & Worklife's Pre-Retirement Program for JHU faculty and staff, join MMA financial coaches at 10 a.m. on Tuesday, Sept. 20, to learn the basics of estate planning, a topic that ...

For 2016, every person is entitled to what is called a unified credit (we call it a "freebie") of $5.45 million As of today, 20 states have an estate tax; this area is in a constant state of flux ...

Many people believe they don't need estate planning because they think they don't have an estate. Or they think the value of their estate is not great enough to cause estate taxation, so what's the ...

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 ...

Financial advisors and tax professionals seeking to help clients protect trust assets in the event of divorce, lawsuits or an extravagant heir should know the basics of a spendthrift clause.