Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

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 ...

Think estate planning is only for the wealthy? Think again. In this episode of the HerMoney Podcast, Jean Chatzky sits down with elder law attorney and former NY State legislator Ann-Margaret Carrozza ...

Depending on one’s personal situation, the choice between a grantor and non-grantor trust may be difficult and confusing to understand. After reading this article, someone making this decision will ...

Learning the differences between revocable and irrevocable trusts can help you strengthen your estate plans. Many, or all, of the products featured on this page are from our advertising partners who ...

Financial planner Barbara Bilello likens wealth management to a car, in which an estate plan is part of the body and investment or portfolio management is the engine, she said. "That engine is going ...

As an estate planning tool, the generation-skipping trust can offer investors some tax advantages and other perks. For the family that uses it, this can be a way to have the third generation inherit a ...

While watching the Major League Baseball playoffs this week, I noticed, among the usual advertisements for beer, trucks and life insurance, a notable outlier—online estate planning platform Trust & ...

Q: You've written about "under-drafted" wills (for example, from templates found on the internet) that omit crucial provisions. Can a will be "over-drafted" and contain redundant language, conflicting ...

At-home DNA kits reveal unknown heirs, sparking inheritance disputes. Estate planners must adapt strategies to protect ...