More Americans aren't having kids, but that doesn't mean they don't need an estate plan. Why it may actually be more ...

Gen Xers and Millennials would like to know if they're going to inherit (and how much), but Baby Boomers in general don't ...

As you plan for the future, having a holistic estate plan is an essential step in protecting your family. Many families make the mistake of believing that having a will or naming beneficiaries is ...

As the sun sets on the Tax Cuts and Jobs Act at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows individuals to ...

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and liabilities, updating beneficiaries, and creating an advanced medical ...

Wealth.com unveils Tax Planning platform unifying tax and estate strategy workflows with AI-powered analysis for advisors ...

Your carefully prepared estate plan can only work effectively if your family knows where to find things and understands the ...

Jewelry, along with fine art and collectibles, is a “sensitive” category for IRS scrutiny. Using liquidation or real proceeds ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Recently, PwC highlighted key insights in “President Trump’s Agenda: What to ...

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