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 ...

What Is An Estate Plan? An estate plan outlines how your assets will be managed or distributed in case of your death or incapacity. It includes legal instructions on what you want done to your assets ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Anthony Battle is a CERTIFIED FINANCIAL PLANNER™ professional. He earned the Chartered ...

Troy Segal is an editor and writer. She has 20+ years of experience covering personal finance, wealth management, and business news. Marguerita is a Certified Financial Planner (CFP), Chartered ...