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 ...

Michelle Diamond is chief development officer and executive director of regional markets for Cumberland Trust, a Nashville-based independent corporate trust company focused on families. As we enter a ...

Estate planning experts emphasize that proper preparation can make all the difference between a smooth transfer of assets to heirs and a complicated, potentially contentious process. Financial ...

Estate planning is one of those tasks that makes almost any other job look appealing, no matter how lowly. The good news is that you’ve probably already done a little bit of estate planning—you just ...

Did you know that the typical five-year strategic planning forecasts perform about as well as dart-throwing chimpanzees? Cognitive science and behavioral economics scholars have conducted research on ...

Forbes contributors publish independent expert analyses and insights. Caroline Castrillon covers career, entrepreneurship and women at work. In a recent Gartner survey, 47% of HR leaders believe ...

The best way to help clients pay the highest amount of income tax possible is to do nothing. Letting taxes "just happen" virtually guarantees that opportunities are getting missed. Even for taxpayers ...

For the majority of family-controlled businesses, owners are unprepared for the transition of leadership that they know is someday coming. Owners can make faulty assumptions as they assess their exit ...