This estate planning attorney explains why proper asset titling and beneficiary designations make a big difference when it's ...

The wording of any law that repeals or otherwise changes the federal estate tax could have an impact on all of us. Here's ...

Redefining Protection and Access: Robert Chan on Fixed Income Innovation in a Shifting Insurance Landscape ...

Christian Urbina, CFP®, CFA, President and Chief Investment Officer of Prosperitus Wealth Advisors, LLC, understands this ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas.

Your investment mix should reflect your time horizon, risk tolerance, and retirement goals. Younger investors may lean more heavily toward equities for growth, while those approaching or in retirement ...

Making a will is one of the most important things we can do for the people we love, but what happens if we die before we get round to writing it?

You may want to consider family pets who may need your protection ... a very important part of estate planning. If you care about the disposition of your financial assets after you're gone ...

Explore the potential impact of new bank rules as regulators propose reducing capital requirements established after the 2008 ...

Florida’s warm climate, vibrant culture, and strong economic opportunities have attracted many Spanish nationals to invest in property and establish ties in the Sunshine State. However, navigating ...

Estate planning requires an estate lawyer who can help with several aspects of your estate, including establishing a will, ...