Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. In the current political environment, it’s very likely the current ...

Bernstein Private Wealth Management reports that effective estate planning is essential for securing your legacy and ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. When markets falter, many investors instinctively tighten their grip on their ...

With the enactment of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the 2010 Tax Act), individuals now have the ability to gift up to $5.12 million (increased ...

Helping my dad navigate Medicaid and long-term care showed me I needed a will, trust, and plan for my own family.

A frequently overlooked aspect of a client’s life insurance is proper alignment with their estate planning goals. Between the typical set-it-and-forget-it mentality and a simple beneficiary approach ...