Estate tax planning may be key for many retirees, yet it's anything but easy. Between the complexities of federal estate ...

Comerica reports on seven critical gifting mistakes in estate planning that can lead to tax liabilities, urging careful ...

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 ...