The basic components of an estate plan include wills, trusts, powers of attorney (POAs) and living wills. Here's a breakdown ...

Financial planner Barbara Bilello likens wealth management to a car, in which an estate plan is part of the body and investment or portfolio management is the engine, she said. "That engine is going ...

Imminent estate planning should be a worry for wealthy clients as the tax landscape changes with the Biden administration. The estate tax exemption raised by the Tax Cuts and Jobs Act will sunset in ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The proposed tax law changes, the pandemic, the threat of inflation and ...

The basics of trusts are easy to understand. Trusts are legal entities that allow one party to manage assets for the benefit of another. They involve three key roles: the grantor who establishes the ...

What will happen to your assets when you can no longer manage them? There are many opportunities when it comes to arrangements like these, and trusts are a big part of the planning process. If chosen ...

When we think of investing in real estate, the first thing that often comes to mind is ownership of residential and commercial properties. However, there are more practical and accessible alternatives ...

We spend most of our lives planning for the future, and it starts from a very young age. You probably remember being asked what you wanted to be when you grew up. And despite how many times that ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. Crafting a carefully considered estate plan can ensure ...

Estate planning might sound like something that’s just for wealthy people with huge beach houses and billions in the bank. But the truth is that estate planning is something we all need to think about ...