Financial planning is all about creating a strategic, actionable roadmap for your money during the time you’re here on earth ...

From a gift and estate tax planning perspective, economic downturns offer unique leverage, allowing clients to transfer wealth more efficiently, reduce estate tax exposure, and position themselves ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. As the 2025 legislative session unfolds, wealthy families, their advisors ...

The estate planning landscape is shifting rapidly. The federal estate tax exemption, now at a historic high of $13.99 million per person, is set to sunset at the end of 2025, potentially cutting the ...

Prepare your house and your family by knowing the things to do when selling a house. It'll help sell your house quicker and improve with resale value.

Estate Planning is a process where individuals prepare or plan for the settlement of their personal affairs in the event of incapacitation or death. Estate plans typically include provisions ...

I had a conversation with a concerned mechanic.As his team worked on my vehicle, he spoke of his wealthy uncle who only owned small houses in middle-class areas. “I advised him to invest in an ...