With “Estate Planning Explained,” Jigar Doshi of Bentron Financial Group will lead a free one-hour presentation at 1 p.m. on Wednesday, Jan. 17, at Cook Memorial Public Library, 413 N. Milwaukee Ave., ...

You need to share details with your family (including passwords and document locations) and stay focused on keeping your plan ...

With “Estate Planning Explained,” Jigar Doshi of Bentron Financial Group will lead a free presentation at 7 p.m. on Wednesday, Jan. 8, at the Poplar Creek Public Library District’s main site at 1405 S ...

Hiring an estate planning lawyer is one of the most consequential financial decisions I can make, because the right attorney ...

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for ...

For decades, estate planning has carried a reputation for exclusivity; expensive, opaque, and primarily designed for the wealthy. But technology, and especially AI, is dismantling those barriers. “For ...

Forbes contributors publish independent expert analyses and insights. I write about charitable giving and estate planning ideas. With President Trump’s victory, and Republican control of the Senate ...

FreeWill, a social-good enterprise at the nexus of philanthropy and estate planning, announced today the launch of Estately, a software solution that allows financial advisors to offer full-service ...

Forbes contributors publish independent expert analyses and insights. Bruce makes the law and tax code understandable to everyone. Update (July 7, 2025): Passed by Congress on July 3, 2025, and signed ...

The authors do not work for, consult, own shares in or receive funding from any company or organization that would benefit from this article, and have disclosed no relevant affiliations beyond their ...