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Forbes contributors publish independent expert analyses and insights. SungardenInvestment.com, former investment advisor and fund manager. Estate planning is an often overlooked topic during the ...

Most RIA firms still refer estate planning to outside partners, but 5% plan to bring services in-house by 2026, according 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 ...

Digital estate planning tools are reshaping wills and trusts as New York considers electronic wills, with attorneys weighing benefits, risks, and access.

"The best-laid plans of mice and men often go awry," wrote poet Robert Burns. That may be no truer than in estate planning. With the great wealth transfer underway, people – even the rich, famous and ...

Industry expert predicts estate planning transformation driven by technology, rising client demand and advisor-attorney ...

Writing a will lets you control how your assets are disbursed after you die and designate guardians for your children. Without one, your estate can be tied up in a lengthy and expensive probate ...