An estate plan should include financial, medical, and legal documents, according to estate planning attorney Kerri Koen. Be realistic about family dynamics, and don't forget your digital assets, she ...

Effective estate planning means fully utilising the available mechanisms to structure your affairs and transfer wealth seamlessly to your loved ones. Like a cog in a well-oiled machine, each element ...

Forbes contributors publish independent expert analyses and insights. I am a personal finance expert and writer. Estate planning is essential for families who want to secure financial stability and ...

State laws such as the RUFADAA (Revised Uniform Fiduciary Access to Digital Assets Act) offer the executor of an estate or attorney access to a person’s online accounts after incapacitation or death.

If you live in a community property state with your spouse, or if you had lived in a community property state with your spouse for any prior period of time, the assets accumulated while there have ...

Estate planning services, once considered an optional value-add, are swiftly becoming table stakes for wealth managers. According to a recent survey of 1,000 clients by (admittedly self-interested) ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. The Minneapolis-St. Paul Business Journal held a recent ...

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