With “Estate Planning Explained,” Jigar Doshi of Bentron Financial Group will lead a free presentation at 7 p.m. on Wednesday, Jan. 8, at the Poplar Creek Public Library District’s main site at 1405 S ...

For advisory firms hesitant about estate planning services, Guerra's two-year transformation demonstrates that the barrier to ...

Discover the importance of starting with vision in estate planning. Learn how faith and values can shape a clear and ...

In today’s Living Akamai segment, Michelle Ogata, Principal Attorney of Estate Planning Partners Hawaii, shared insights into the importance of estate planning and the crucial documents individuals ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. With President Trump’s victory, and Republican control of the Senate ...

Forbes contributors publish independent expert analyses and insights. Bruce makes the law and tax code understandable to everyone. Update (July 7, 2025): Passed by Congress on July 3, 2025, and signed ...

Black Americans are more inclined not to have estate planning documents in place compared to other racial groups. Though estate planning is crucial, money experts contend it’s a tool often overlooked ...

Providing for the next generation is a key concern for many clients. Mark Gleeson takes a look at core testamentary trusts and child pensions. Estate planning is a critical part of holistic financial ...

FreeWill, a social-good enterprise at the nexus of philanthropy and estate planning, announced today the launch of Estately, a software solution that allows financial advisors to offer full-service ...

We collaborate with the world's leading lawyers to deliver news tailored for you. Sign Up for any (or all) of our 25+ Newsletters. Some states have laws and ethical rules regarding solicitation and ...