Legal technology company Trust & Will said Tuesday that it has raised $25 million in a Series C funding round. The San Diego-based firm, ranked No. 41 on last year's CNBC Disruptor 50 list, has now ...

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

In the first episode of 2024, Mary Ann Wehr, an estate planning attorney in northern Michigan is focusing on trust funding. Mary Ann is joined by Caitlin Falenski, the Director of Investments at ...

FreeWill, a social-good enterprise at the nexus of philanthropy and estate planning, announced today the launch of Estately, a software solution that allows financial advisors to offer full-service ...

Forbes contributors publish independent expert analyses and insights. Matthew F. Erskine is a trusts and estates attorney. Senator Chuck Grassley, a Republican from Iowa, departs following a vote at ...

Forbes contributors publish independent expert analyses and insights. I am a personal finance expert and writer. Estate planning is essential for families who want to secure financial stability and ...

Estate planning is a cornerstone of financial security, far more comprehensive than drafting a will. It involves strategies to minimize taxes, streamline asset transfers and protect wealth for future ...

From wills and trusts to estate tax planning, discover how financial advisors protect wealth and guide families in building a lasting legacy Written By Written by Staff Money Writer, WSJ | Buy Side ...

Estate planning isn’t about how much you have. Instead, it’s about protecting what you’ve spent a lifetime building. You've worked hard for years to pay down debt, pay off your home and grow your ...

Though estate planning isn't the most enjoyable aspect of personal finances, it's one of the most crucial. Getting your affairs in order ensures your loved ones aren't left scrambling over your assets ...