As Rafael Loureiro, co-founder and CEO of Wealth.com tells InvestmentNews that the industry is undergoing a massive shift ...

All I could think of was what would happen to our sons if something were to happen to my husband and me. We agreed on ...

Nashville residents can now create wills for FREE. With 70% of Americans lacking estate planning, this initiative helps ...

Distributing an inheritance equally can demonstrate to your adult children that they are equally loved and valued, regardless of their financial situation, career achievements or personal choices. If ...

Many wonder what will happen after they die. Will their heirs be well-positioned financially? Will their home be sold? What ...

Client loyalty, next-gen relationships, and organic AUM growth are increasingly driven by a single factor: helping families ...

With the Big Beautiful Bill reshaping estate and gift taxes, Jennifer Cona shares year-end strategies to maximize charitable giving and update estate plans.

Over many years, my financial services firm conducted “lifeboat drills” with our clients. Some of the drills were focused on trying to help clients ...

For estate-planning professionals, the RRE rule creates a new compliance burden that will require additional due diligence, ...

Without comprehensive financial planning benefits at their disposal, employees will remain unprepared for the future.

Blended families can thrive with good planning. Talk early, document everything, and work with a qualified estate attorney. A ...

Among the “top financial fears” of Americans, a survey by WalletHub found that 35% of respondents said an unplanned emergency ...