Estate planning is an essential part of the financial planning process but can get overwhelming when it comes to all the moving parts, such as figuring out what to do with the financial power of ...

A well-considered estate plan, revisited frequently, can make the difference between a successful business succession plan ...

Buying a home is a major milestone. It gives you a place to live, a foundation for building a family, and a valuable asset for growing your wealth. It’s natural to want to savor the moment after ...

Bryn Mawr Trusts's Jamie Hopkins details how to help clients plan for digital assets and avoid estate planning pitfalls ...

Estate planning is a critical but often overlooked aspect of financial management. Many people shy away from it due to ...

Estate planning doesn’t start in the attorney’s office—it starts with conversations. And too often, those conversations involve only one spouse or one generation. But the most durable estate plans are ...

Many people procrastinate about estate planning. It’s easy to understand why; after all, it’s difficult facing our mortality, and deciding and documenting what we’re leaving behind to our loved ones ...

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

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. expand Working in a career over a lifetime or owning and ...

These strategies can help you secure your family's financial future Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various community and nonprofit organizations.

Over the last decade, employee benefits have evolved beyond the basics. Retirement plans, mental health stipends, fertility coverage and pet insurance—what once felt like perks are quickly becoming ...