Financial advisors and tax professionals seeking to help clients protect trust assets in the event of divorce, lawsuits or an extravagant heir should know the basics of a spendthrift clause.

Financial planner Barbara Bilello likens wealth management to a car, in which an estate plan is part of the body and investment or portfolio management is the engine, she said. "That engine is going ...

The new year 2026 or straightforward concept. number 2026 written on the road in forest. planning and challenge, business ...

A good estate plan typically includes essential legal documents, account and ownership details, and instructions that protect your beneficiaries and reduce legal issues later. It also includes ...

Estate planning might sound like something that’s just for wealthy people with huge beach houses and billions in the bank. But the truth is that estate planning is something we all need to think about ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. The proposed tax law changes, the pandemic, the threat of inflation and ...

The basics of trusts are easy to understand. Trusts are legal entities that allow one party to manage assets for the benefit of another. They involve three key roles: the grantor who establishes the ...

Conti Law is a premier Estate Planning law firm in Western Pennsylvania. Estate Planning simply means creating a plan for your future — and the future of your loved ones. The process may seem ...

If you’ve already started your estate planning, congratulations — you’re ahead of the curve and protecting what matters most! As of 2025, only about 24% of American adults have a will or estate plan, ...