Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Everyone understands the need for certain critical estate planning ...

Imagine Joan, a 73-year-old widow who lives in a $1.5-million house in Colorado and has roughly $1 million saved. Joan, who ...

It’s easy to understand that misconception. A key focus of estate planning is to reduce the tax liability on your estate when you die. In 2024, however, the estate tax applies only to estates worth ...

Nobody wants to think about how their loved ones will cope when they die, but it’s important to plan effectively to ensure a smooth transition of your wealth and worldly possessions – even if you’re ...

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly: Cleaning the filter on the vacuum cleaner has more appeal. You may even wonder if your assets ...

It's the grim task that you keep pushing to the bottom of your to-do list: Thinking about your death and what will happen to your money and your legacy. But once you do finalize your estate plan, ...

While the step-transaction doctrine might sound arcane it is one of many tax constructs that might well undermine steps you might take to plan your estate to reduce future estate taxes or to protect ...

Estate planning helps 'forestall bad outcomes,' author says — you need some key documents even at age 18 Research shows that ...

This transcript was prepared by a transcription service. This version may not be in its final form and may be updated. Ariana Aspuru: Here's Your Money Briefing for Friday, November 29th. I'm Ariana ...

Estate planning attorneys can walk you through your end-of-life arrangements, from wills to medical directives. Many, or all, of the products featured on this page are from our advertising partners ...

When you’re wearing multiple hats while managing your startup’s operations, there’s hardly any time to stop and think about what would happen if things were to go catastrophically wrong. You probably ...