The tightening presidential race has ignited a surge of tax planning by the affluent. The 2025 sunset of the estate tax exemption limit could greatly impact the $84 trillion expected to be transferred ...

Attorney Harry Margolis explains estate-planning must-haves for second marriages and nontraditional families. Blended families need to take special steps to clarify intentions and avoid disputes.

A financial plan is a strategic framework for building long-term security and reaching your goals with confidence. It helps you make informed decisions, stay on track, and adapt as life changes. This ...

It's Just Good Planning, Boomers Say Baby Boomers may have hit the jackpot money-wise, but many attribute their wealth to financial planning and professional advice rather than good timing.

Forbes contributors publish independent expert analyses and insights. Steve Vernon, FSA, helps retirees make their money last for life. Are you worried that you won’t have enough money to last ...