Estate planning experts emphasize that proper preparation can make all the difference between a smooth transfer of assets to heirs and a complicated, potentially contentious process. Financial ...

Retirement planning is a comprehensive process, and it is critical to prepare proactively to secure your financial future. Here’s an overview of seven important steps to help you navigate that phase ...

Estate planning is a crucial part of retirement, ensuring your assets are distributed according to your wishes while minimizing taxes and legal hurdles for your loved ones. During my time in the ...

Expertise from Forbes Councils members, operated under license. Opinions expressed are those of the author. Most successful businesses are aware of the importance of succession planning — the process ...

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly. The good news is that you’ve probably already done a little bit of estate planning—you just ...

Newly single clients have a number of financial planning issues they may need to address in the wake of a divorce or the death of a spouse. One of these issues is their estate planning. In both cases, ...

Succession planning needs to be the focus of businesses. Current leadership should always be on the lookout for talented people to train and develop into future leadership roles. The seamless ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. Covid-19 or Coronavirus has created health worries and fear for ...

Strategic planning is often a dreaded task for small businesses, but it doesn't have to be. By following some very specific and easy-to-implement steps, organizations of any size can develop strategic ...

The best way to help clients pay the highest amount of income tax possible is to do nothing. Letting taxes "just happen" virtually guarantees that opportunities are getting missed. Even for taxpayers ...