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

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

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

These common estate planning errors can undermine even the best strategies, from unfunded trusts to wrong trustees and ...

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

Certified financial planner Derieck Hodges told the story of a young man who lost his wife and had to navigate her estate ...

Around this time of year, family gatherings may mean some awkward conversations, including what older family members plan for ...

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