Unless you’re Al Capone, having a paper trail of financial records can protect you when it comes to your assets or even taxes. “Paper” now covers everything from physical documents to digital records ...

An estimated $84 trillion could change hands over the next few decades. As the baby boomer generation ages, they will pass savings and assets on to their children, grandchildren and charitable ...

Business owners who want to sell their companies should make sure they’re financially prepared to do so. The quality of a business owner’s financial records can increase or decrease the time it takes ...

Did you know most insolvency cases take time before any legal or commercial decision is made? The delay starts earlier, when financial records arrive ...

No one wants to be ready to file a return right before April 15 only to realize they're missing a vital financial document. Nor does anyone want to pass away, only to send their heirs in a scramble ...

Forbes contributors publish independent expert analyses and insights. I am a personal finance expert and writer. Estate planning is essential for families who want to secure financial stability and ...