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 ...

Forbes contributors publish independent expert analyses and insights. SungardenInvestment.com, former investment advisor and fund manager. Estate planning is an often overlooked topic during the ...

Home Retirement Estate Planning From Wills to Wishes: An Expert Guide to Your Estate Planning Playbook Consider supplementing your traditional legal documents with this essential road map to guide ...

Estate planning attorneys can walk you through your end-of-life arrangements, from wills to medical directives. Many, or all, of the products featured on this page are from our advertising partners ...

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 ...

Estate planning is a broad term that can look different for everyone. You should become familiar with two basic documents: a will and a trust. The American Bar Association is an excellent resource for ...

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 ...

An estate plan is a set of documents describing the way you want your assets to be distributed when you die or become incapacitated. Along with retirement planning, managing risk and investments, an ...

Estate planning is an often overlooked topic during the financial planning process. Discussing estate planning with others can be uncomfortable and easily avoided, yet this is an important part of ...