Take a Financial Advisor Quiz. Estate planning is a critical part of financial planning that helps protect your assets even after you’re gone. You can set your children and grandchildren up ...

The revocable living trust is also known as a living trust or inter vivos trust and serves as a flexible estate planning instrument, taking effect immediately after its creation. This means that ...

Estate planning, though often perceived as complex and confusing, becomes less daunting with increased understanding. While initiating the process may seem overwhelming, a well-executed and thorough ...

There's no such thing as "too early" when it comes to reviewing your estate plan. Case in point: several years ago, Kelley ...

An estate sale involves selling most of a person’s personal belongings rather than just unneeded items. Many, or all, of the products featured on this page are from our advertising partners who ...

Americans increasingly live their lives online, storing everything from bank records to family photos in the cloud. Banking apps, retirement portals, iCloud photo libraries, and business websites, all ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The implications of the case brought by Charles and Kathleen Moore [1] on the ...

Despite the finality of the term ‘last will and testament,’ estate planning is an evolving process that should be addressed periodically »By Kimberly Nicoletti Fifty-five percent of adults in the U.S.

Estate planning for millionaires is crucial, as wealthy families have more to protect and pass on to the next generation. Larger estates tend to be more complicated, with multiple homes, business ...