Typically, a parent wishes to treat their children equally in their estate plan and presumes they will achieve this goal by ...

Retirement is often imagined as a carefree phase of life, filled with relaxation, hobbies, and quality time with loved ones. Rising interest in alternative investments — such as private equity, real ...

Security is becoming a central consideration in structuring everything from family offices to succession plans.

Vanilla, the leader in estate planning software, today announced the launch of V/AI Copilot, an AI-driven assistant that transforms how financial advisors approach estate planning. V/AI Copilot is ...

The old saying is there is nothing certain in life except death and taxes. While death especially can be frightening, Juliette Wilbur, Hancock County register of probate, aims ...

The MyFamilyPlan Financial & Estate Planning Worksheet helps individuals organize financial and personal details in one secure place, providing clarity and support for families during critical moments ...

Dan Bolton said Wealth.com is “building something truly remarkable.” Most recently, he was a vice president of corporate ...

The National Pension Service's Fund Management Headquarters recently announced on the 23rd that it has invested a total of 2.3 trillion won in global asset management firm equity acquisition (GP Stake ...

CONSTRUCTION of a new bridge across the Monmouthshire and Brecon Canal near an existing housing estate has been approved by ...

Family-owned businesses are the backbone of many economies worldwide, contributing significantly to employment, innovation, ...

Whether by partnering with outside professionals or gaining additional certifications or qualifications, advisors have been adding guidance on insurance, health care, taxes, estate planning and more.

While President Trump's first day back in office involved many executive orders and memorandums, none addressed estate ...