Forbes contributors publish independent expert analyses and insights. Ashley L. Case, J.D., LL.M., writes about tax and estate planning. It’s hardly cause for celebration. You’re the executor of an ...

An ILIT can be a powerful tool in estate planning for high net worth client. What advisors must know about it.

A decedent's gross estate includes most assets and property they owned or had an interest in at death, used to calculate estate taxes. Some assets, however, may be excluded, affecting the estate's ...

Estate planning is a delicate and complex topic. While your client will likely need specialists such as estate attorneys and accountants to create and execute their estate and trust documents, their ...

When fiduciaries, guardians and attorneys liquidate an estate, one question inevitably arises: “Why is the fair market value listed on the appraisal so much higher than what the estate can expect to ...

Christy Bieber has a JD from UCLA School of Law and began her career as a college instructor and textbook author. She has been writing full time for over a decade with a focus on making financial and ...