Most people associate estate planning with wills, trusts, and beneficiary designations. However, annuities can also play a significant role in your long-term legacy. In addition to providing ...

Estate planning is complex in many respects. For starters, it can be emotional, since it requires thinking about your own mortality--or about a time when you might be unable to make decisions on your ...

Over the last decade, estate preparation among seniors has slowed significantly. Even today, many families do not discuss their estate intentions openly. As a result, more than half of American adults ...

When a loved one passes on, moving through grief while managing their estate can be difficult. If they do not leave a will or a trust, it can make the grief process that much harder. We have all heard ...

Industry expert predicts estate planning transformation driven by technology, rising client demand and advisor-attorney ...

You don't need to pay for professional help to begin estate planning. Some steps are free, such as listing out assets and liabilities, updating beneficiaries, and creating an advanced medical ...

In our increasingly digitized world, our lives are inseparable from technology. From cherished memories stored in digital photo albums to valuable assets held in online accounts, our digital footprint ...

Technology makes estate planning scalable for advisors, boosting client retention and capturing next-generation wealth ...

You’ve likely heard that there are only two certainties in life. One is taxes. You know the other. Still, many are ignoring their own mortality — at least when it comes to estate planning. Fewer than ...

From a $10 million Birkin to a $2.9 million Macallan, luxury collectibles are transforming the collectibles market and estate and tax planning.