The later stages of life often bring two considerations: planning for retirement and planning for death or other calamities. The prospect can be daunting. Retirement plans. Insurance. Tax strategies.

The most common problem in an agreement relates to the financial disclosure of the parties. Clients never quite know how much financial disclosure is required and how to actually disclose their assets ...

Forbes contributors publish independent expert analyses and insights. The increasing sophistication and complexity of estate and individual tax planning, and concurrent sophistication and complexity ...