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 ...

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

So, you thought New Year’s resolutions were for losing weight and giving up eating corn dogs. Naw, the most exciting New Year’s resolutions are estate planning commitments. So, when you head off 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 ...

End-of-year estate planning has always been essential for families and business owners, ensuring that plans remain current and reflect life changes that may have happened over the prior 12 months. It ...

As you approach or enjoy retirement, protecting the wealth you've accumulated throughout your career becomes a top priority. You've spent decades in government service building up your Thrift Savings ...

Though estate planning isn't the most enjoyable aspect of personal finances, it's one of the most crucial. Getting your affairs in order ensures your loved ones aren't left scrambling over your assets ...

Estate planning services must move beyond a “nice to have” to an essential part of building and maintaining client relationships for wealth managers, according to speakers at RIA Edge Los Angeles.