Editor’s Note: This is part one of a four-part series about how to create and use your own Estate Planning Playbook. Part one introduces the concept, and subsequent articles will cover leaving ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The 58th Annual Heckerling Institute on Estate Planning is scheduled to take ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. When wealth crosses borders, so do the complexities of estate planning. For ...

In our increasingly digitized world, our lives are inseparable from technology. From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint ...

As you approach or enjoy retirement, protecting the wealth you've accumulated throughout your career becomes a top priority. You've spent decades in government service building up your Thrift Savings ...

The Wealth Management & Estate Planning Guide is produced by the L.A. Times B2B Publishing team in conjunction with Citrin Cooperman; Greenberg Glusker LLP; and The Private Bank at Union Bank. Recent ...

Saidin M. Hernandez PA celebrates more than 10 years of practice this year, reaffirming its commitment to client-focused succession, estate, and tax planning. The firm marks this milestone by ...

When it comes to estate planning, a global lifestyle can create unexpected complications. Different nations have their own tax laws, inheritance rules and legal systems. These distinctions can collide ...

OGDEN — You've likely heard that there are only two certainties in life. One is taxes. You know the other. Still, many are ignoring their own mortality — at least when it comes to estate planning.