A Plan that Might Avoid Implication of the Step-Transaction Doctrine Wife is a surgeon and she wants to both protect her assets from a malpractice claim and move them out of her estate before the ...

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 ...

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.

Putting off estate planning isn’t just a gamble due to accidents or unforeseen life events. Changes in government policy, inflation, higher taxes, or increased legal fees can dramatically affect ...