Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Digital assets now are a major cause of problems settling and ...

Digital currencies are quickly evolving from niche investments to mainstream assets. Whether you’re a believer or a skeptic, it’s increasingly important to understand how cryptocurrency fits into ...

The average American is generally unconcerned with federal estate taxes because exclusions are historically high. As of 2020, this federal transfer tax only applied to an estimated 0.2% of deceased ...

Read the full raw transcript below: Susan Lipp: Hi, I'm Susan Lipp, editor and chief of Trust in Estates, and I'm speaking today with Jamie Hopkins, CEO of Binmar Trust Advisors LLC and chief wealth ...

If you have a will or trust, congratulations. But you’re not done with estate planning.

Douglas Boneparth is a financial advisor and founder of Bone Fide Wealth, LLC, a firm that specializes in financial guidance for millennials and young professionals. His expertise include legacy ...

Hiring an estate planning lawyer is one of the most consequential financial decisions I can make, because the right attorney can shape how my assets are protected, taxed and ultimately passed on. To ...

As we enter National Estate Planning Awareness Week (Oct. 21-27), this is a good time to help the public understand what estate planning is and why it is such a vital component of financial wellness.