Retirement planning goes beyond crunching numbers and calendar dates. It's about shaping a lifestyle that feels steady, ...

Discover 10 powerful Q4 real estate marketing strategies to finish the year strong and give you a jumpstart on the new year.

If you were suddenly unable to manage the portfolio, through illness or death, would your family know what to do tomorrow ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. When wealth crosses borders, so do the complexities of estate planning. For ...

A will should be very specific about who gets what, and it should also explain reasons if a natural heir is being excluded, to reduce chances of challenge later. The ongoing dispute among the late ...

Chloe A. Moore, CFP is the Founder of Financial Staples, a virtual, fee-only financial planning firm. Chloe is a contributor to Business Insider and serves on the Financial Advisory Board for Bankrate ...

A right of survivorship deed can simplify the transfer of assets between spouses or long-term partners if one dies. Many, or all, of the products featured on this page are from our advertising ...

The sprawling new tax law dubbed the One Big Beautiful Bill Act includes a number of provisions that present opportunities for accountants and tax professionals to discuss estate and gift planning.

ST. LOUIS – Missouri Governor Mike Kehoe signed several bills into law last week. One you may not have heard a lot about is House Bill 754. The bill establishes the Missouri Electronic Wills and ...

A new law in Missouri offers multiple changes to how finances are done in Missouri, including provisions for creating electronic wills and estate plans. House Bill 754, sponsored by Rep. Philip ...

As the sun sets on the Tax Cuts and Jobs Act at the end of 2025, the landscape of estate planning will undergo a significant shift. The current estate tax exclusion amount, which allows individuals to ...

Estate planning is important for everyone who wants to protect their assets and ensure that their loved ones are taken care of after they pass on. More so for high-net-worth individuals whose estates ...