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 ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Anthony Battle is a CERTIFIED FINANCIAL PLANNER™ professional. He earned the Chartered ...

A well-designed trust can help save time, paperwork and other headaches when settling an estate. Many, or all, of the products featured on this page are from our advertising partners who compensate us ...

Big data and artificial intelligence (AI) have tremendous disruptive potential in nearly every industry, and financial services is no exception. These powerful technologies are set to change the way ...

End-of-life planning refers to the steps a person takes to get their affairs in order and determine how they want to spend their last days. People may also refer to end-of-life planning as advance ...

Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Marguerita is a Certified Financial Planner (CFP), Chartered Retirement Planning Counselor ...

During an Operation Enduring Freedom deployment, a planner with the J-5 shop of an expeditionary sustainment command heard a commander say, "I'm tired of hearing what doctrine says; I want something ...

Daily planning is a must in any business. But if you find yourself regularly avoiding this crucial daily action, you may need to change your planning approach. Otherwise, you may find yourself ...

Success requires a plan. In fact, it may require several plans. First, however, you must define what "success" means to you. What is it that your plan is trying to achieve? In my own life and business ...