If your estate plan was created before the DNA testing era—or hasn't been updated to account for these new realities—now is ...

A complete estate plan has a few documents. Your last will lays out what you want to happen with your property at death. A ...

Seven documents stand between your family and chaos. Learn what they are, why they matter and how to get them done this week.

Sometimes no plan at all could be better than making these unfortunate mistakes. Don't let your best intentions mess things ...

Cross‑border planning means working with a team of advisors who understand both sides. That means working with ...

Technology makes estate planning scalable for advisors, boosting client retention and capturing next-generation wealth ...

A well-considered estate plan, revisited frequently, can make the difference between a successful business succession plan ...

As Rafael Loureiro, co-founder and CEO of Wealth.com tells InvestmentNews that the industry is undergoing a massive shift toward accessibility, clarity, and ongoing guidance and providing solutions to ...

CHICAGO, IL – In a city where real estate ownership is common and probate court procedures are complex, understanding the ...

Discover how to select estate planning software that enhances client relationships, wins new business and differentiates your ...

Why the way you structure life cover can significantly affect estate duty, costs, and liquidity of your estate.