Some tasks are easier than others when helping clients execute a financial plan. From my experience, estate planning is often the hardest. The possibility of death or disability is not something we ...

Estate planning for singles, like the planning that couples must do, is not rocket science. However, single people have some additional challenges that require careful thought. After I wrote a series ...

Estate planning is important for everyone who wants to protect their assets and ensure that their loved ones are taken care of after they pass on. More so for high-net-worth individuals whose estates ...

Estate planning experts emphasize that proper preparation can make all the difference between a smooth transfer of assets to ...

Estate planning for millionaires is crucial, as wealthy families have more to protect and pass on to the next generation. Larger estates tend to be more complicated, with multiple homes, business ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The tragic shooting of a Brian Thompson, the UnitedHealthcare CEO, on ...