If you're an estate planner—or need one—learn about these certifications Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit ...

If you're an estate planner—or need one—learn about these certifications Reviewed by Margaret James Fact checked by Vikki ...

When trusts are used as estate planning tools, financial institutions such as banks and brokerages may require written documentation of the trust’s existence before transferring assets into a trust or ...

Brian J. Stafford, a partner at Stafford, Gaudet & Associates, LLC, an accounting firm in Chelmsford, is newly certified as an accredited estate planner (AEP®) by the National Association of Estate ...

Forbes contributors publish independent expert analyses and insights. SungardenInvestment.com, former investment advisor and fund manager. Estate planning is an often overlooked topic during the ...

Burdette & Rice, the largest probate litigation law firm in Dallas and North Texas, is proud to announce that attorney Ellen Bennett has recently been certified in Estate Planning and Probate Law by ...

If you are a business owner, you may have heard about the looming “sunset” of the federal gift and estate tax exemption. Unless Congress acts, the current lifetime exemption amount (which is the ...