Gen Xers and Millennials would like to know if they're going to inherit (and how much), but Baby Boomers in general don't ...

You should meet with your attorney at least every five years to go over your estate-planning documents and update them if ...

Here are the vital estate-planning moves solo agers and people without children need to take.

Estate planning for high-earning professionals is more than a basic will. Learn how estate planning protects income, ...

The partnership provides LPL advisors with estate planning tools including AI assistant Ester for document analysis and modeling.

Estate planning often becomes an urgent priority following a significant medical diagnosis. In a recent Estate Planning ...

Many people neglect to account for cryptocurrency in their estate plans, or they don't let their heirs know how to access their crypto holdings. Failure to properly plan to pass on digital assets at ...

PHOENIX — For Arizonans who are looking to have a comprehensive financial plan, it is essential that they have an estate plan in place. In fact, president and founder of Bright Wealth Management Matt ...

For decades, estate planning has carried a reputation for exclusivity; expensive, opaque, and primarily designed for the wealthy. But technology, and especially AI, is dismantling those barriers. “For ...

“You sure do like talking about death, Jill!” said one of my favorite producers. Unlike so many areas of our lives that are out of our control, planning for an event that has a 100 percent probability ...

To continue reading this content, please enable JavaScript in your browser settings and refresh this page. The Minneapolis-St. Paul Business Journal held a recent ...

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 ...