The legal industry stands at the brink of transformation, fueled by the growing adoption of artificial intelligence (AI) and ...

People don’t always react in the best ways,” says Anne Rhodes, an executive with Wealth.com, which provides estate planning software for financial advisers. “Your estate plan gives them ...

The "great wealth transfer" refers to the historic shift in wealth we are witnessing now, and over the coming decades.

Chances are good you’ve never considered the need for a digital estate plan. But you’ve definitely experienced the aggravation of forgetting a password to a rarely used site, as well as the ...

I write about your wealth and wellbeing during and after divorce. Estate planning is the process of organizing how your assets—like your money, property, and belongings—will be managed and ...

Vanilla, the award-winning estate planning software company, today announced the release of its second annual State of Estate Planning report, which surveyed 1,000 U.S. consumers on their estate ...

Understanding how the basis step-up rule operates is important for navigating the complexities of estate planning and taxation, as it can significantly impact the financial outcomes of inheritances.

Vanilla, the award-winning estate planning software company, today announced the release of its second annual State of Estate Planning report, which surveyed 1,000 U.S. consumers on their estate ...

Life insurance has long played a crucial role in estate planning and wealth transfer. Its evolution has addressed two primary challenges: creating an estate when liquidity is insufficient to ...