How will the new federal budget impact your taxes? Experts analyze the $30 million estate exemption and generation-skipping transfer rules. Update your plan today.

For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place.

PHOENIX--(BUSINESS WIRE)--Wealth.com, the industry’s leading estate planning platform, today announced Farther, the nation’s leading technology-centric wealth management firm has made wealth.com ...

Steve Lockshin and Michael Kitces tied what they view as some mistaken assumptions around fees to the competitive need for ...

This Wealth Management & Estate Planning ‘Conversation with the Expert’ content is produced by the L.A. Times B2B Publishing team in conjunction with Lagerlof, LLP. Ongoing market developments across ...

PHOENIX--(BUSINESS WIRE)--Wealth.com, the industry’s leading estate planning platform, has joined forces with Facet, the consumer subscription fintech company that is building the future of financial ...

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

Understand the fundamentals of wealth management, including investment planning, tax strategies and estate planning, to take control of your financial future Written By Written by Staff Senior Editor, ...

Understand how wealth managers and financial advisors differ in scope, specialization and fee structure to find which fits ...

The acquisition of Burt Wealth Advisors is expected to expand Creative Planning’s presence and increase its AUM.

Research reveals a big gap between how many millennials think they should write a will and how many have actually written one. There's a big difference between knowing you should do something and ...

More than half of Canadians currently lack an estate plan Top reason cited for not having an estate plan is the feeling of lack of sufficient personal wealth Just four-in-ten Canadians have made plans ...