Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. In the current political environment, it’s very likely the current ...

With the enactment of the Tax Relief, Unemployment Insurance Reauthorization and Job Creation Act of 2010 (the 2010 Tax Act), individuals now have the ability to gift up to $5.12 million (increased ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. When markets falter, many investors instinctively tighten their grip on their ...

Using life insurance in estate planning is a strategic approach that ensures your loved ones' financial security after your ...

Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to support ...

Although the “Big Beautiful Bill” raised the federal estate tax exemption to $15 million per person, state estate taxes have much lower exemptions in many states. Oregon is the lowest, with a $1 ...

In “Is Your Marketing Message Missing the Mark?” I observed that agents in the middle market who use estate planning as a pathway to sales were wasting their time. That’s because the merely well-to-do ...

When a loved one leaves you a life estate in land that has natural resources (like timber, minerals, or natural gas), you receive the right to use ...