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 ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Estate planning discussions often give the impression that every senior ...

Estate planning attorneys can walk you through your end-of-life arrangements, from wills to medical directives. Many, or all, of the products featured on this page are from our advertising partners ...

Though estate planning isn't the most enjoyable aspect of personal finances, it's one of the most crucial. Getting your affairs in order ensures your loved ones aren't left scrambling over your assets ...

These strategies can help you secure your family's financial future Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations.

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. Marguerita is a Certified Financial Planner (CFP), Chartered ...

When it comes to transferring wealth, estate planning and tax planning go hand in hand. Many, or all, of the products featured on this page are from our advertising partners who compensate us when you ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

At some point, you may decide to hire a Bay Area estate planning attorney to outline wills, trusts and other legal documents that secure your family’s assets and ensure your last wishes are carried ...

The One Big Beautiful Bill Act (OBBBA) is now law. While media attention has focused on the scores of income tax changes from liberalized qualified opportunity zones, qualified small business stock, ...

Learn from an estate administrator exactly what Canadian families should do right now to avoid headaches later. In Canada, estate planning is often seen as a formal and complex task reserved for the ...

Envestnet is acquiring the estate and legacy planning technology of Apprise Labs. Terms of the deal were not disclosed. The deal, announced Tuesday, will close with Edmond Walters as the sole ...