Everyone’s talking about the CPA shortage, but we should be just as concerned about the estate planner shortage. With record numbers of baby boomers (and boomer business owners) retiring, an estimated ...

I’ve heard many discussions and presentations on the importance of increasing diversity in the estate-planning field. But putting these thoughts into practice isn’t always easy. As I was networking ...

Add Yahoo as a preferred source to see more of our stories on Google. Casey Cohen is the CMO of The Estate Registry.The Estate Registry Casey Cohen started talking to his daughter about his estate ...

For Black women especially, estate planning is transformative. Historically, Black families have experienced disproportionate land loss, heirs’ property disputes, and forced sales due to lack of ...

Forbes contributors publish independent expert analyses and insights. SungardenInvestment.com, former investment advisor and fund manager. Estate planning is an often overlooked topic during the ...

As you approach or enjoy retirement, protecting the wealth you've accumulated throughout your career becomes a top priority. You've spent decades in government service building up your Thrift Savings ...