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 ...

When it comes to estate planning, a global lifestyle can create unexpected complications. Different nations have their own tax laws, inheritance rules and legal systems. These distinctions can collide ...

Over the last decade, estate preparation among seniors has slowed significantly. Even today, many families do not discuss their estate intentions openly. As a result, more than half of American adults ...

But despite this common occurrence, the client may be unaware that under the Hart-Scott-Rodino Act (HSR), if the value of ...

When a loved one passes on, moving through grief while managing their estate can be difficult. If they do not leave a will or a trust, it can make the grief process that much harder. We have all heard ...

"If you don't appoint someone in your will or POAs, the government and health care agencies will have to make decisions for ...

Too many people focus on their current financial circumstances and don’t think about the future until it’s too late. There are varied reasons people avoid estate planning or making a will. A 2015 ...

In our increasingly digitized world, our lives are inseparable from technology. From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint ...

️ Connect the Dots. Various assets and financial holdings — from your bank account to your IRA — have different rules for closing out or transferring upon your death. April Pollard, a Little Rock ...

Although often neglected, drawing up an estate plan is as essential to your legacy’s future as drawing up a simple will. A trust, or estate, is not the same as a will - and both are strongly ...