How well do you know the new 2026 IRS rules for wealth transfer and the specific tax brackets that affect your heirs? Let's ...

How will the new federal budget impact your taxes? Experts analyze the $30 million estate exemption and generation-skipping transfer rules. Update your plan today.

The United States is about two years into a Great Wealth Transfer that will see an estimated $84.4 trillion in assets pass from older to younger generations by 2045. Generational wealth preservation ...

Many Americans hope to leave a financial legacy, but without the right estate planning strategies, much of that wealth could be lost to taxes, probate or family conflict. A robust estate plan includes ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. As America stands on the cusp of the largest wealth transfer in history, with ...

For all the talk of innovation in wealth management, the industry’s foundational architecture has changed very little in the last two decades. Wealth management remains a business rooted in human ...