Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The 58th Annual Heckerling Institute on Estate Planning is scheduled to take ...
Estate planning is commonly mislabeled as only for the rich, who have an abundance of assets that need proper allocation after one's passing. That is not true. Many layers within an estate plan denote ...
In our increasingly digitized world, our lives are inseparable from technology. From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint ...
If you have already done a bit of estate planning, congratulations! You're ahead of the general public. Approximately 32% of American adults have an estate plan, meaning about 68% do not, according to ...
Dori Zinn loves helping people learn and understand money. She's been covering personal finance for a decade and her writing has appeared in Wirecutter, Credit Karma, Huffington Post and more. Estate ...
As you approach or enjoy retirement, protecting the wealth you've accumulated throughout your career becomes a top priority. You've spent decades in government service building up your Thrift Savings ...
When wealth crosses borders, so do the complexities of estate planning. For ultra-high-net-worth (UHNW) individuals and families with global assets, international estate planning has evolved from a ...
Establishing a trust is an integral component of legacy preservation, asset management, and avoiding probate. Unfortunately, many people mistakenly believe that once created, their trust should remain ...
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