Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Everyone understands the need for certain critical estate planning ...

Your clients likely are aware of the importance of having comprehensive, up-to-date estate planning documents. What you may not realize, however, is that where the original documents are stored can be ...

Millions of Americans move to a different state each year, and they often forget to update their estate planning documents which can wreak havoc on their plans, experts said. Only 24% of Americans ...

Like many people, my husband and I recently went through the process of (belatedly) getting our estate plans in order. Facing the reality of our eventual deaths and the potential impact on our family ...

If you have a college-aged child, estate planning is probably the last thing on your mind. However, estate planning isn’t just for the wealthy and aging. It also includes provisions for while you’re ...

As older adults face mortality during the pandemic, lawyers and wealth advisers are using color-coded documents and flowcharts to help them understand estate planning. By Paul Sullivan Andrew D.

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 ...

Last month, a 78-year-old client asked me to review his trust. He’d named his 82-year-old brother as successor trustee. The brother lives in Florida, has early-stage dementia and hasn’t managed his ...