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

The MarketWatch News Department was not involved in the creation of this content. The latest edition of Nolo's Quicken WillMaker can save users thousands on estate planning costs while safeguarding ...

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

In today’s Living Akamai segment, John spoke with Kay Mukaigawa of Engel & Volkers Honolulu about an important topic in real estate and estate planning: cost basis and the stepped-up basis rule. Kay ...

This article explores essential estate-planning documents, including the key differences and similarities between a Last Will and Testament and ...

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

For ultra-high-net-worth individuals (UHNWIs) whose estates far exceed the 2025 federal lifetime exemption of $13.99 million per person, the stakes for estate and asset protection planning have never ...

Chris DeBlanc, tax supervisor at RSM US LLP, received the 2018 P. Thomas Austin Personal Financial Planning (PFP) Division Scholarship. The scholarship, which is awarded annually to a CPA who has been ...

The latest edition of Nolo's Quicken WillMaker can save users thousands on estate planning costs while safeguarding personal data, with costs starting at just $109 for a will PLEASANTON, Calif., Oct.