An estate plan is a process that goes beyond accumulating and conserving assets. Here are the basics you need to know.

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The proposed tax law changes, the pandemic, the threat of inflation and ...

Financial planning is a strategic approach to improving the organization and management of personal finances. Financial plans vary in purpose and can be tailored to suit your specific needs to reach ...

My holiday “Advice for Kids” column typically offers grist for the mill designed to stimulate a family discussion around saving and managing money. This year, some regular readers over the years may ...