How often should you review your estate plan? What are the essential documents that make up an estate plan? On this episode ...

You’re making the effort to stay on top of your estate plan. That’s great! Now don’t mess it up. Here is how to avoid five of the biggest blunders people often make.

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. The Setting Every Community Up for Retirement Enhancement Act of ...

It’s easy to understand that misconception. A key focus of estate planning is to reduce the tax liability on your estate when you die. In 2024, however, the estate tax applies only to estates ...

The passage of the SECURE Acts presents some challenges and some opportunities in estate planning. The 10-year rule drastically reduces the ability to transfer wealth from one generation to the next.