Forbes contributors publish independent expert analyses and insights. Jonathan I. Shenkman helps clients achieve their retirement goals. There tends to be a lot of excitement in the air as one ...

Learn more about financial planning to set your life on the right course and to maximize your net worth. The steps here are designed for you to meet your financial goals. It’s hard not to cover your ...

There's a lot of things people plan for in marriage. Buying a new home, joint finances, having kids and plenty of other minor plans you stick on your fridge. Divorce is never one of them. With divorce ...

Clients (or the children of clients) who have a baby on the way usually have so much to worry about that any financial advice you offer them during this exciting-but-stressful time may initially be ...

Get Trusts & Estates articles, digital editions, and an optional print subscription. Choose your subscription now and dive into expert insights today! Log in now. The One, Big, Beautiful Bill is ...

While the step-transaction doctrine might sound arcane it is one of many tax constructs that might well undermine steps you might take to plan your estate to reduce future estate taxes or to protect ...

The National Funeral Directors Association has provided a list with an array of goods, services and logistics that are often included in a traditional funeral and/or memorial service. They report that ...

Maybe it's the sight of that whiteboard overflowing with ideas. Or maybe it's the kinetic tumble and flow of listening to excited coworkers debate strategy. Or it could be the anticipation of seeing ...

Succession planning needs to be the focus of businesses. Current leadership should always be on the lookout for talented people to train and develop into future leadership roles. The seamless ...

A celebration of life - a remembrance of a person's achievements, relationships and the good things they brought into the world - is becoming a popular alternative to a traditional memorial service.

This excerpt is from The Digital Marketing Success Plan, the new book from SEJ VIP Contributor Corey Morris. In what is the most distracted and disrupted era in digital marketing–especially ...

The first step to creating a plan of action is deciding which fear to work on first. Look at the Fears and Worries Checklist you and your child filled out back in Module 1. Consider how both you and ...